You can select multiple records (Invoices or Estimates) to email or download using this feature. A PDF file is created for each record you select and is then compressed into one ZIP file for email or download.
To initiate the process of selecting multiple invoices or estimates for emailing or downloading, follow these steps:
1. Navigate to the Customer Information page.
2. Click on the History tab.
3. Select the Orders/Estimates tab.
4. Click on the switch to turn on Selection Mode.
Note : You can also hover over the help icon beside the switch button for some guidance during the process.
With Selection Mode activated, proceed to select the invoices or estimates you wish to email or download.
5. In the table displayed below, carefully select the invoices or estimates you need. You can select up to 20 records at once. Selected ones are highlighted in light green color.
6. After selecting the desired records, click on the "Email or Download" button, right of the switch.
7. Review the selected records to ensure accuracy.
8. Choose whether to Email or Download the invoices or estimates by selecting the respective option.
Notes and Considerations:
- Default Email Addresses:
- When emailing estimates, the 'To' address defaults to the customer's Primary Contact.
- For 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.
By following these steps, you can efficiently manage your invoices and estimates by emailing or downloading multiple records at once.