Scenario User wants to send automatic open invoice emails to customers every month. Solution Login as Administrator Navigate to Lists > Mass Update > Mass Updates Drill down Transactions Click Bulk Email Title of Action: Set title Example: Monthly Invoice Email Click Criteria subtab Filter: Select Type Multiselect box: Click Invoice Click Set Select Status Multiselect box: Click Invoice : Open Click Set Click Schedule subtab Run Update According to Schedule: Enter Checkmark Select Monthly… Continue reading Send Automatic Open Invoice Emails to Customers Monthly
Tag: Auto invoice email
Standard Auto Invoice Email using the custom Email Template
Standard Auto Invoice Email using the custom Email Template