Sending batch invoices via email
under review
t
theauthenticcentre@outlook.com
Batching invoices via the 'print outstanding' or 'combine multiple' will not allow you to email the batch directly. Currently you have to save as a pdf then attatch to an email.
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C
Clive Bourne
The other problematic aspect of the Combine process is it produces a Statement instead of an invoice, and an increasing number of NDIS Plan Managers won't accept it, which means I have to do it manually in Word etc.
Please improve this process, thanks
Lachlan Cox
under review
Lachlan Cox
Hi everyone,
Thank you for feedback on this idea. We have reviewed this internally and agree it would be a valuable addition to coreplus.
We will be evaluating the idea's inclusion in our roadmap in future planning sessions and be sure to keep you updated when any changes occur.
Kind regards,
coreplus Product Team
P
Peta McLean
Id love this to be rectified. Sometimes i work with clients for 15 minutes a day. I dont want to send separate invoices but the current process of combining is wayy too time consuming. Can coreplus please simplify
Lachlan Cox
Merged in a post:
Batch invoicing - please can you add an option to directly email, save?
S
Sarah Daniels
At the moment to send a batch invoice of a client to a Insurer etc. we have to go through PDF, Print, Cancel, Save PDF to PC/online, open client file, import saved PDF then email! Oh dear! Can we shorten this to PDF then have an option to save to client file/email/print(fax)?
M
Matthew O'Carroll
open