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Collectively Sending Invoices

Learn how to send multiple invoices at once in this article.

Lennard Datema avatar
Written by Lennard Datema
Updated over a month ago

Before sending invoices from Simplicate, it's wise to first set up where an invoice should be sent. You can do this in CRM > Invoicing > Invoicing Preferences.

After you have correctly configured this for all your clients, you are ready to send invoices.

To send invoices collectively, go to Invoices > Draft Invoices.

You can now select all invoices that are ready under draft invoices (step 1 in the image below):

  • Select all draft invoices at once: Check the top box.

  • Select a few invoices: Only check those draft invoices.

Once you have checked the invoices you want to send at once, click on Actions > Send via email (step 2 in the image below).

As soon as you click on "Send via email", the following pop-up will appear:

  • No: You will return to the previous screen.

  • Yes: All selected invoices will be sent at once.

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