Sending Invoices in Bulk
Trade2Base lets you select multiple invoices and send them all in a single action. Each customer receives their own individual invoice and a sent timestamp is logged on every invoice record automatically.
How to send invoices in bulk
In the main navigation, open Invoices. Use the status filter to narrow the list to Draft or Awaiting Payment invoices so you are only working with the ones that need to go out.
Use the checkbox on each row to select the invoices you want to send. You can use the header checkbox to select all invoices on the current page, then add more from other pages.
Once you have selected at least one invoice, the "Bulk actions" button appears at the top of the list. Click it and choose "Send selected" from the dropdown.
Select Email to send to each customer's email address on record, WhatsApp to send via your connected WhatsApp number, or Portal link to generate a shareable payment link for each invoice.
Click "Send now". Each customer receives their own invoice. A "Sent" timestamp is logged on each invoice record and the status updates accordingly.
Already-paid or voided invoices are automatically excluded from bulk sends, so you never accidentally chase a customer who has already settled their balance.
Still need help? Contact support
Bulk invoicing, automated payment reminders, and online payments — all built in to Trade2Base.
Start free trial