Bulk Email Invoices: An Introduction

Invoicing can often feel like a tedious cycle of creating, sending, and following up on payments. At Tvarana, we're all about breaking that cycle. Our Bulk Email Invoices (BEI) SuiteApp is designed to revolutionize the way you handle invoicing in the manufacturing sector. Instead of navigating through individual invoices, BEI empowers you to send multiple invoices in bulk, making the entire process faster and more efficient.But we know that sending invoices is just part of the challenge. Following up on unpaid invoices can drain your team’s resources and slow down cash flow. That’s where automating your dunning process comes in. By eliminating manual follow-ups, you can redirect your team's energy towards high-value tasks and minimize revenue losses due to outstanding payments.

Built on the NetSuite platform, BEI allows you to generate bulk transaction emails, that can include multiple invoice-attachments, using a customizable template. Enter your search criteria to generate a list of transactions and then select the relevant transactions you want to send the email to. BEI also provides custom filters to view open invoices based on attributes such as Class, Location, Department, Customer, Date and Subsidiary.

How does it work?

• In order to send your invoices, navigate to the Bulk Email Invoices tab in the main menu. You can find this through global search as well: Customer > Sales > Bulk Email Invoices

• Click on the Bulk Email Invoices tab to open the window below

• Fill out all the required fields on the Bulk Email Invoices page as shown in the screenshot below

• Apply the desired filters and click on the Search button to view invoices based on filtering criteria

• To send bulk emails for these invoices, check the Select box and then hit the Process button

• The following message appears while the email is being processed

• The sender receives an email confirmation with information on the total number of processed invoices

• The customer receives an email with invoice attached

Interested in learning more about how Bulk Email Invoices can help your dunning process? Set up a demo with one of our consultants today.