How To Batch Print Invoices

Help/
Guides/

Allow external media cookies to watch this video.

Invoice List

1. Navigate to Sales, Invoices, Invoice List. 2. Filter the invoice list for the PDFs you wish to batch print, and mark the checkbox in the “Print” column for the invoices you wish to include. 3. Once the invoices are selected, click the Print button in the header section. This will open a single file with separate pages for each invoice. These can be printed to be physically mailed to the applicable customer. If printing for a single customer you can also email the individual file for all populated invoices.

Customer A/R Statement

1. To print invoices via the customer A/R Statement, navigate to a customer profile. Then on the left side menu click into the Accounting tab and then the A/R Statement. 2. From the A/R Statement screen, to generate a file with each invoice on separate pages within the download, select “Detailed” for the PDF Display Type. 3. Next check all the invoices you would like to include. When finished, click the Update button to save selections. 4. Now that invoices have been selected you can click the Download PDF button. This file can be used to print and mailed to your customer, or downloaded and emailed as an attachment. Note: Clicking the Email PDF button is used only for the A/R Summary Statement, not the individual invoice pages.

All-In-One Platform

Use-Cases

Support & Documentation

Monthly Pricing

Implementation & Launch

Partner Program

Integrations