Batch Emailing of Customer Invoices

How do I automatically email all my outstanding debtor invoices and/or statements to the respective Customers, simultaneously? 

Cashbook Plus now allows you to send your all your customer invoices to their respective customers via a Bulk Email function.

How to email bulk invoices:

Step 1: Email Setup in Cashbook

• Click on Help > Email menu options.
• Your email address - enter your email address.
• Your email host - this is the web or internet hosting service which rents out and operates your email server. Click on the following PS Knowledge Base link for the settings for common email providers: Email parameters for gmail, hotmail, yahoo, bigpond and others.
• Using the above PS Knowledge Base link fill in the appropriate email settings.

For example:

• Click on the Send Test Email button.
• Enter your Email Address: (Note: Your test email will be sent to this email address.)
• Click OK to continue.

• Click OK to Confirm message: 'Email Sent'. (Note: if you don't get this message, your email setup is not correct.)

Step 2: Send Bulk Emails

• Click on the Debtors toolbar icon.
• Click on the Invoices tab.
• A list of unpaid invoices will display on the screen.
• Using your mouse, right click so a green tick appears in the Batch Print column next to each customer invoice. 

• If you would also like to attach a debtors statement to your email make sure the Include Statement box is ticked.

• Click on the Bulk Email button.
• Click Yes to the Information message:

NOTE:

• Your emails should send to all selected recipients with a valid email address.
• You will receive a Warning message if any email addresses are missing or invalid.
• Click on the Yes button and fix before continuing.