Bulk Email Invoices
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
2020.2 Features
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)
2021.1 Features
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
2023.2 Features
- Ability to include customer contacts in emails
- Personalized dunning email templates
2021.2 Features
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
2022.1 Features
New ‘sales representative’ filter on BEI screen
- Display child invoice when parent invoice is selected
2022.2 Features
- 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
2023.1 Features
- Setup email automation rules: Set up one time or automated email rules for invoice overdue reminders.
- Additional columns on the BEI UI:
- number of follow ups sent to an invoice
- number of emails undelivered
- number of emails sent successfully
- number of emails bounced
2024.1 Features
- Phone Call Task Reminders for Sales Reps
- Emailing Customer Statements (Excluding Invoices)
- Efficient communication with clients through statement emails
- Personalized email templates
- New and Informative Dashboards
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