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- Open the Batch Printing screen from menu, Sales | Batch Printing.
- Click the Transaction Type combo box button and select a different type if you are going to email a different transaction. By default, this is set to Invoice.
- Setup the Print Criteria and Selection Criteria.
- Unchecked the Exclude Emails option. This option will enable the Email button and filter out from the Detail tab all customers without email distribution setup.
- Batch email All Record ID. When this option is selected, the Selection Criteria section will remain blank.
- Batch email By Transaction Date. When this option is selected, the Selection Criteria section will display a From and To date field. Select the date range of the transactions that you want to send.
- Batch email By Record ID. When this option is selected, the Selection Criteria section will display a From and To combo box field. Select the range of transaction number from the combo list box.
- Go to the Detail tab to review the list of transactions based on the set Post Criteria and Selection Criteria.
- For Invoice and Credit Memo type, tab will show posted transactions only.
- For Sales Order and Quote Order type, tab will show all sales order transactions.
- For Transport Quotes type, tab will show quotes with Confirmed status only.
- Click Email button.
- If you are currently on the Print tab, this will send all the transactions listed in the Detail tab.
- If you are currently on the Detail tab, select first the transactions you want to send before clicking the Email button.
- Click Yes on the confirmation message.
Here is a sample email.
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