If FlexiBake, we have the ability to bulk e-mail Invoices and Statements in certain areas. In order to do so, the Contacts box within the customer profile needs to be filled out.
Customer Contacts may be deleted by selecting and pressing delete on your keyboard. Individual fields or attributes can be removed with delete by selecting the field first.
Depending on your operating system, you may need to use a different keypress to delete the record:
Windows PC - Delete Key (Multi Media keyboards may require FN+Delete)
MacOS - FN + Delete
To add a customers email to the Contacts box:
- In the Sales Centre, click on Maintain Customers.
- Select the customer from the list, then either double click, or single click and then click the Edit button in the bottom left to open.
- Within the Basic Info. Tab, navigate to the Contacts box.
- Within the Contacts box add the customers First Name, Last Name, Email and check off if they would like to receive Invoices or Statements, or both.
- You can add multiple customers within the contacts box section.
- Press OK to save.
Now that you have your contacts set up to bulk e-mail Invoices and Statements to, you can set your Invoice and Statement delivery methods. To do so, follow the instructions in our article here.
Invoice delivery methods will be considered when printing from the Print Route Docs or Print Invoices screens. Statement delivery methods will be considered when printing statements via the Produce Statements screen.