Batch Email Invoices
Instead of opening each invoice individually to send it, neoo lets you email or print any number of invoices in one go. You can also track which invoices have already been sent and mark them accordingly.
Navigate to Customers → Batch → Batch Email Invoices (requires the Batch Email Invoices permission; sending and printing additionally need the Customer Transaction permission).
Finding the invoices you want to send
The list contains posted sales invoices only. Filter by customer, customer number, invoice number, description, or transaction date range. You can also filter by send status:
| Toggle | Description |
|---|---|
| Open | Invoices with an outstanding balance. On by default. |
| Closed | Fully paid invoices. |
| Emailed | Invoices already marked as sent. |
| Not Emailed | Invoices not yet sent. On by default. |
Click Search to load the results, or Clear to reset all filters.
The results table shows each invoice’s date, invoice number, sent status, description, customer name and number, email address, city, and amount. Click any invoice number to open it.
Selecting invoices: Check the box on any row to select it. Email and Print apply to the selected rows — or to all results if nothing is selected. Mark As Sent and Mark As Unsent always need a selection; they stay disabled until at least one row is checked.
Emailing invoices
Click Email to send the invoices to their customers. neoo first checks that every invoice in scope has an email address — if any are missing, the affected customers and invoice numbers are listed so you can complete them and try again. Then, in the dialog:
| Field | Description |
|---|---|
| Admin Email | An address that receives a summary once the batch has been processed. |
| Batch Name | A name for this sending job (pre-filled with today’s date). |
| Attachment | Leave either format selected and each email carries the invoice as a PDF generated from your invoice layout — both formats produce the same PDF. Choose None to send the email without the invoice. |
| Message | Your wording for every email in the batch. Leave it empty and each customer receives your default email message in their language; type something here to override that template for the whole batch. |
Click Send to queue the batch. Each customer receives an email — subject “Invoice” followed by the invoice number, unless your default email message defines its own subject — with your message and the invoice PDF attached, sent to the email address on their record. You can follow the batch’s progress and per-invoice results under System → Batch Jobs.
Printing invoices in bulk
Click Print to generate PDFs for the invoices in bulk and have them delivered to you by email. In the dialog:
| Field | Description |
|---|---|
| Batch Name | A name for this print job (pre-filled with today’s date). |
| Admin Email | Where the output goes: when the job finishes, the generated PDFs arrive at this address as a ZIP attachment. |
| Attachment | The PDFs are generated from your invoice layout, whichever format is selected here. |
Click Print to queue the job. When it completes, the PDFs are emailed as a ZIP file to the Admin Email address — System → Batch Jobs shows the job’s progress but offers no download, so fill in Admin Email to receive the output.
Tracking sent status
Invoices emailed successfully through this screen are flagged as sent automatically and drop out of the default Not Emailed view. The two buttons are for correcting that flag by hand:
- Mark As Sent — Flags the selected invoices as sent without actually emailing them. Useful when invoices were delivered outside of neoo (e.g. by post or through another system).
- Mark As Unsent — Clears the sent flag on the selected invoices, so they show up again in the Not Emailed filter.