Send Automatic Open Invoice Emails to Customers Monthly

Scenario

User wants to send automatic open invoice emails to customers every month.

Solution

1. Login as Administrator
2. Navigate to Lists > Mass Update > Mass Updates
3. Drill down Transactions
4. Click Bulk Email
5. Title of Action: Set title

• Example: Monthly Invoice Email

1. Click Criteria subtab
2. Filter:

• Select Type
• Multiselect box: Click Invoice
• Click Set
• Select Status
• Multiselect box: Click Invoice : Open
• Click Set

1. Click Schedule subtab
2. Run Update According to Schedule: Enter Checkmark
3. Select Monthly Event
4. Select the recurrence according to your preference
5. Note: You may click the Message tab, then customize the email template, or choose an existing template.
6. Click Save