How to Batch Print or Email Product Invoices to Customers

Modified on Thu, 13 Nov at 4:29 PM

This guide will walk you through batch generating and distributing product invoices to your customers via print or email.

1. Accessing the Batch Invoice Menu

Define the group of invoices you wish to process using date ranges, invoice numbers, and payment status.

Filter	Description
Date Range	Enter the desired Start Date and End Date for the invoices.
Invoice Number Range	If applicable, enter a specific range of invoice numbers (e.g., 1000-1100).
Payment Status	Use the dropdown to select the status of the invoices you want to process: Unpaid (default), Paid, or All.
Print Status	Use the dropdown to select if you want to include Unprinted Only (default), Printed Only, or All invoices (Printed and Unprinted).

You must choose which payment remittance address will appear on the printed or emailed invoices:

corner2: Cornerstone's remittance address will be displayed for payments.
dealer2: Your company's (the Dealer's) remittance address will be displayed for payments.

In the Send To Destination field, select how you want the invoices distributed:

Destination	Action
`cornermail`	The invoices are sent electronically to our print house to be professionally printed and mailed directly to your customers.
`print`	Generates a consolidated PDF file of all selected invoices. Your internal team must print and mail these in-house.
`email`	Sends the invoices electronically via email to the customers. Note: You must check the "Email each customer" box to enable this function.

Once all your selections and filters are set, click Run Report to initiate the batch process.