This feature allows you to select and send or download multiple records - such as Invoices or Estimates - at once. Each selected record is generated as an individual PDF and then combined into a single ZIP file for easy emailing or download.

Table of Contents

• Selecting Multiple Records for Email or Download
• Additional Details

Selecting Multiple Records for Email or Download

Navigate to the Customer Information page.

1. Click on the History tab.

2. Select either the Orders or Estimates tab.

3. Click the Selection Mode on.

4. Select the records by clicking on the line.

Note: Selections will be highlighted in green.

5. Click Email or Download.

6. Choose whether to Email or Download the Invoices or Estimates by selecting the respective option.

Additional Details

Default Email Addresses

• On Estimates, the 'To' address defaults to the Customer's Primary Contact.
• On Invoices, the 'To' address defaults to the Customer's Billing Contact.

Separate ZIP Files

• Each selected record generates a PDF file.
• These PDF files are then compressed into a single ZIP file for email or download.
• Note that Estimates and Invoices cannot be combined into a single ZIP file.

Cancellation of Selections

• If you turn off Selection Mode or refresh the page, any selections you've made will be canceled.