Advanced Sale - Email Invoice to Customers (Bulk and "Include in Emails")

started a topic over 3 years ago

Currently, we are having to remember to email each individual invoice after authorising.


There is no way to "Bulk" email invoices to customers for Advanced Sales.

Automation does not have the option to include all customers flagged as "Include in Emails" and will only send to the "contact" for the order.

5 people like this idea
  • The automation would be a hugely effective way of emailing the invoice to the customer, if:

    • You could set more complex parameters around selecting Customers, document templates, etc
      e.g. include/exclude customers by price tier, tag, payment terms, etc.. as we take orders from multiple consumer e-commerce platforms, consumers don't need to receive a Tax Invoice after the goods are shipped, they will have already got it at the time of completing payment on the website.. Likewise, wholesale customers on prepaid/proforma will have already received their invoice  to pay before the order is shipped.. so for both of these scenarios an automated email with the invoice is unncessary and likely confusing
    • If a 'type' functionality could be implemented for Customer Contacts 
      As per

  • This issue is important for B2B businesses that have multiple contacts.
    It is necessary to allow automations to include all "include in emails" contacts in order to effectively communicate with all relevant parties.
  •  This is a huge area for improvement. Make it happen DEAR!

  • Hi Dear When using the automation module (notifications and/or workflows), when you setup “notify customer with email”, then ONLY the “default” contact is sent the Sales Order/Invoice.. REQUEST - the automated email should be sent to ALL contact that have marked as “include in emails).. In other words, the automation email should be sent to ALL contacts that are marked as “include in emails”, as opposed to the current system whereby ONLY the “DEFAULT” contact is sent the email
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