Finance - Bulk Invoicing
The Bulk Invoicer gives you the ability to print, email and save paperwork for all Completed and Uninvoiced orders that currently exist in the Orders & Quotes section.
By Complete we mean, all Orders that have a Status of Complete; By Uninvoiced we mean, all Orders that have not had the Invoiced tick box ticked in their Billing tab. There is also an option to mark these Orders as Invoiced once you have dealt with them.
Choose which paperwork to print
By default Easify will automatically select Invoice as the paperwork to be printed for each of the displayed orders. This can be changed to print to any paperwork that currently exists on the system, this includes ones that you have created.
Automatically mark each order as invoiced
If this checkbox is ticked when you click the OK button, it will mark each order that has been processes as Invoiced and its Date Invoiced date will be set to today's date.
The Invoice Total (order total including any tax) and Total Due (amount left to pay) columns highlighted above have their respective totals at the bottom of each column.
The select all checkboxes will attempt to put a tick in every checkbox above it. If a checkbox is greyed out it is likely because it has not been enabled in the Easify Options or there is a problem with an Order such as not having a valid email address. The Send as Email checkboxes require you to enable Microsoft Outlook integration and the Print to DMS checkbox requires you to enable the Document Management system.
Send as Email
By ticking the checkboxes in this column means that when you click the OK button, it will attempt to create an Outlook email windows for each row you have selected with this option. This Outlook email windows will already be set with the customer's email and PDF attachment of the paperwork you have chosen.
Make sure that you have enabled the Microsoft Outlook integration option to use this feature.
Print to DMS
By ticking the checkboxes in this column means that when you click the OK button, it will save a PDF copy of the paperwork you have chosen to the Document Management location for each Order it has been selected for.
Make sure that you have enabled the Document Management option to use this feature.
Print to Printer
By ticking the checkboxes in this column means that when you click the OK button, it will print the paperwork you have chosen for each Order it has been selected for.
Please note that you can set the default printer for each paperwork in the Paperwork Designer.