Invoices, Payments, and Deposits
Batch Deliver Invoices
By using the Batch Create Invoices tool you can generate multiple invoices at one time. After the invoices have been generated, you can use the Batch Deliver Invoices tool to email all your clients’ invoices at one time, or you can choose to deliver via standard mail to receive a document of all those invoices to print.
You can batch deliver a group of invoices by email using Batch Invoice Delivery.
Batch invoice delivery can be done from either, the Dashboard and the Invoices List Page.
Batch Delivery from the Dashboard
Under Recommended Actions on your Dashboard you will be notified when there are multiple Invoices still in Draft status. Click onto that actionable item to be taken directly to the Batch Delivery page.
Batch Delivery from the Invoices Page
Click Invoices from your left navigation menu and then select More Actions > Batch Deliver Invoices from the right of this page.
Selecting Invoices for Delivery
After you select Batch Deliver Invoices, you will need to choose how you want to deliver them before being able to select what invoices to send.
Once you choose either Email or Standard Mail a list of invoices showing as Draft, Awaiting Payment, and Past Due will appear to be selected. Select the invoices you want to send or resend from this list.
Click ‘All’ to the right of each listed invoice status you’d like to send out, or individually mark the clients to send invoices to.
To continue, click Next Step.
Batch Delivery via Email
Emails will be sent to the starred email address on the client’s profile page. By clicking ‘Next Step’ after selecting invoices to be delivered, you will be able to edit the email template before confirming with ‘Send Now’. Afterwards, all Draft invoices will show as Awaiting Payment.
Learn more about options for Email Templates.
Batch Delivery via Standard Mail
When you choose to deliver invoices via standard mail, Jobber will email you a printable PDF document including all invoices selected as well as a document including address labels for the clients’ billing addresses.
After selecting the invoices and clicking ‘Next Step’, you will be able to choose what size and label type to be sent and what preferred email address these and the PDFs to be sent to.
Click 'Send Now' to confirm. Your PDFs will then be generated and sent - this can take up to 15 minutes.
Example Mailing Label and Invoice PDFs
To preview examples of each mailing label, click on any of the options below.
|Avery 5160 Family Labels(30 Per Page)||Avery 7160 Family Labels(20 Per Page)|
|Standard #10 Envelope
Learn how to customize your Invoices PDF and branding.
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