Sending one email to your client with all outstanding invoices will help ensure that all balances get paid and lessen the chance for an invoice to be missed by a client. Take a look below for steps on sending one email for all outstanding invoices that your client has!
How to send one email for all outstanding invoices
Click the steps below for a details walk-through:
Step 1: Go to the Client Summary
Step 2: Click 'Access Account'
Step 3: Click the Account tab
Step 4: Click the Pay Invoices tab
Step 5: Click 'Email All Invoices'
Step 6: Click 'Ok'
Step 1: Go to the Client Summary page for the client that you need to send the invoice email to. You can reach the Client Summary by clicking on the Clients tab at the top of the page, searching for the client, and then clicking the client Name.
Step 2: Click the 'Access Account' button to log in as the client.
Step 3: Click the Account tab at the top of the page.
Step 4: Click the Pay Invoices tab on the left-hand side of the page.
Step 5: Click the 'Email All Invoices' option in the upper right-hand side of the page.
Step 6: Click 'Ok'.
Your clients will now receive an email containing all invoices that have an outstanding balance. They will be able to click the 'Pay All Invoices' button to be taken to their Pay Invoices page and make a bulk payment!