With Bulk Email Invoices You Can
Follow up with Customers in One Click
Bulk Email Invoices allows you to sort by and filter your invoices and attach multiple invoices to a single email. Invoices can be emailed up to 10 recipients per customer.
Customize your Follow-Up
Customize your content by choosing the right email template. We can automate your email follow-ups by presetting email templates for your collection process.
Bulk Email Invoices Full Features List Videos
Bulk Email Invoices Upgrade List
Send only open transactions in a customer statement
Auto-exclude invoices that have been consolidated using Consolidated Invoices from your BEI screen
Exclude a customer from BEI
- Add date range for customer statement
- Last one month
- Last two months, and so on
- Different email templates for the first, second and third customer follow-ups (third template will be used for subsequent follow-ups)
Enhanced email automation process with multi-attachment feature
Maximum limit of records processed is now increased from 200 to 500
New field that shows the number of lines checked on the BEI UI page
Conifguration that users the global choice to use email addresses from either transactions, or from the customer record
- Enable/disable sending automated emails
- Configuration to assign the author of automated emails/emails sent from BEI screen
New ‘sales representative’ filter on BEI screen
- Display child invoice when parent invoice is selected
- Use ‘merge invoice’ feature to merge multiple invoices into a single PDF
- Store and track number of emails follow-ups sent out through BEI
- Filter invoices based on the number of follow-ups sent
Read the first installment of our ‘BEI Hidden Features’ series, where we will walk you through a variety of the Bulk Email Invoice App’s most helpful functions!
Introducing our new Suiteapp, Bulk Email Invoices, which allows users to send invoices in bulk, without having to navigate to each individual invoice page! Keep reading to learn more.
Our team has devised an app called Bulk Email App, which can be used in the NetSuite ERP to handle emailing and monitoring of bulk invoices. Find out more in this blog!