How To: Bulk Email Invoices on Order Pages
On the Orders page of TapGoods PRO, users can apply Bulk Actions to groups of orders populated on the page. Bulk Actions in the platform will apply an action to all selected items on the page. To utilize a Bulk Action on the Orders pages, users will first need to navigate to one of the Orders pages located under Orders on the TapGoods PRO dashboard.
Once on the desired Orders page, utilizing bulk actions is simple. On this page, there are several bulk email features that users can utilize.
- Email Customers: Emails customers associated with the order.
- Email Statements Contacts: Emails statement contacts associated with the order.
- Email Team Members: Emails Team Members assigned to the order.
- Email Custom: Allows users to manually input emails to send invoices to.
All bulk email options will send a quote/invoice to recipients. These features essentially function the same, but with different recipients depending on the option that is chosen.
For example, users can utilize the Email Customers feature, which will email customers their quotes/invoices associated with the order. To send a bulk email to customers using the Orders pages…
- Select the desired orders by checking the boxes next to them.
- Click the dropdown arrow next to Bulk Actions.
- Click Email Customers.
Once Email Customers has been selected, users will be prompted with a confirmation that emails will be sent to customers on the selected orders with their quotes/invoices. It is important to note that once this action has been approved, it cannot be undone. Clicking Yes will send quotes/invoices to the customers on selected orders.