Navigation INVOICING > BULK INVOICING

Prior to raising your invoices, it may be appropriate for you to send out all your quotes in bulk to your clients. eg. a few days before you intend to invoice you can send quotes to prepare your clients for their invoice and give them a chance to let you know of any discrepancies.

 

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

 

  • Click on the checkbox in the header on the right to select all clients in the report.

  • Click "Email Quotes...".

  • Choose an email template from the dropdown if you don't already have one set up by default.

  • Click "Email Quotes".

Below is an example of how your email might look when your client receives it. Your quote is automatically attached to the email as a PDF.

 

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Pet Software Ltd provides a market leading scheduling and billing solution for Pet Sitters, Dog Walkers, Dog Day Care Centres and Kennels. Pet Sitter Plus helps pet sitters to spend more time with pets and less time on administration.



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