Batch Email Invoices #
Instead of opening each invoice individually to send it, Neo-Ledger 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 AR → Batch → Batch Email Invoices.
Finding the invoices you want to send #
Search for invoices using any combination of filters:
| Filter | Description |
|---|---|
| Customers | Narrow to a specific customer. |
| Customer Number | Narrow by customer number. |
| Invoice Number | Find a specific invoice. |
| Description | Search by invoice description. |
| Transaction Date From / To | Filter by 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. If you select specific rows, actions apply only to those rows. If nothing is selected, actions apply to all results.
Emailing invoices #
Click Email to send the invoices to their customers. In the dialog:
| Field | Description |
|---|---|
| Admin Email | An address that receives a notification when the batch is sent. |
| Batch Name | A name for this sending job (defaults to today’s date). |
| Attachment | Whether to attach the invoice as a PDF (TEX), HTML, or no attachment (None). |
| Inline | Also embed the invoice content directly in the email body. |
| Message | An optional message to include in all the emails. |
Click Send to queue the batch — each invoice is sent to the email address on the customer’s record. If any invoice is missing an email address, the batch is blocked and the affected invoices are listed so you can fix them first.
Printing invoices in bulk #
Click Print to generate PDFs for the invoices in bulk. In the dialog:
| Field | Description |
|---|---|
| Batch Name | A name for this print job (defaults to today’s date). |
| Admin Email | An address to notify when the print job is complete. |
| Attachment | Output format: PDF (TEX) or HTML. |
Click Print to queue the job.
Tracking sent status #
- Mark As Sent — Flags the selected invoices as sent without actually emailing them. Useful when invoices were delivered outside of Neo-Ledger (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.