Efficiency in invoicing is crucial for professional services firms looking to streamline operations and improve cash flow. Tvarana’s Bulk Email Invoices SuiteApp for NetSuite enables users to send multiple invoices to customers at once, saving time and minimizing the risk of errors or delays in the billing process.
In addition to this, BEI offers a range of other features to improve efficiency when working with invoices. One of the key features is Merge Attachment, which allows users to merge multiple invoices and send them as a single PDF attachment.
How to use Bulk Email Invoices ‘Merge Attachments’ feature:
To use the Merge Attachments feature, you will need to:
- Navigate to the BEI screen within NetSuite
- Check the “SEND MULTI-ATTACH EMAIL” checkbox
- Once this checkbox is selected, the “MERGE ATTACHMENTS” checkbox will become available.
- Check the “MERGE ATTACHMENTS” checkbox to merge all invoices into a single PDF attachment.
- Choose the appropriate email template from the “Email Template” dropdown menu.
- Click on the “Process” button to send the email.
- The page will reload, and the customer will receive an email with all the selected invoices as a single attachment.
The sender will receive an email confirming the total number of processed and unprocessed invoices.
The email will include information, such as the total number of processed invoices, the number of invoices that were successfully sent, and any invoices that failed to send due to errors or issues with the recipient’s email address.
This information can help you track the status of the bulk email and identify any issues that need to be resolved. If any invoices failed to be sent, you can review the error message to determine the cause of the problem and take appropriate action to ensure that the invoice is delivered successfully to the intended recipient.
Elevate your invoicing strategy with Tvarana’s Bulk Email Invoices SuiteApp. With features like Merge Attachments, you can easily combine multiple invoices into one PDF, making it easier for clients to review their statements. To learn about all that Bulk Email Invoices has to offer, schedule a consultation with us today.
