Navigation INVOICING > UNPAID INVOICES > OUTSTANDING INVOICES

The credit control report (or oustanding invoices report) can be used to send receipts to clients in bulk who have paid by other methods than Stripe, eg. cash, check or direct credit.

 

How do I send receipts in bulk to multiple clients from the Uninvoiced Report?

 

  • Check the boxes of any invoices that your clients have paid by other methods. It is a good idea to perform this function in groups, eg. all the direct credit receipts together, then again for all the cash receipts.

  • Click "Receipt..."

  • Enter the date the invoices were paid or the date you want to mark them as paid

  • Click the dropdown to identify the "Receipt Type"

  • The "Receipt" default email template should appear, but you can choose an alternative email template

  • Click "Receipt Full Amount" to send an email receipt to your clients