Pegasus Bespoke - Batch Email Invoices

Genesis IT Batch Email Invoices

The Genesis IT Batch Email Invoices solution is the perfect accompaniment for the Pegasus Opera II or 3 Sales Ledger. It is designed to allow the user to quickly and easily send multiple emails to many customers in one batch saving hours of time and effort. The solution intelligently allows selection of Invoices and Credit Notes that contain a PDF document and attaches the document to the email. All the user has to do is select which documents to send and click Ok. The documents that have been sent are then automatically filtered out of the list the next time the user views the screen.
Key features:    

• Send a batch of invoices to your customers
• Conveniently located in the Sales menu
• Filter invoices by date range and whther you have already emailed the invoice
• Order the results by Account Reference, Invoice Reference or Date
• Only Invoices that contain a PDF image are displayed in the grid
• Easily select and de-select all invoices
• Each invoice can be previewed by clicking the spyglass on the row
• Edit the email address to send to within the grid
• Specify the text for the Subject and Email on a separate tab
• Easily specify fields such as Invoice Number and Invoice Date to be inserted into each email
• The word ‘Invoice’ in the Subject and Body is automatically converted to ‘Credit Note’ when required
• The user is warned if any email addresses are blank and these are ignored
• Intelligent filtering and tab selection when warnings and messages are disaplayed to the user

Take a look at the screen shots below.

Call 01482 210999 for more information or visit our website to find out more about Pegasus Accounting Solutions