Invoice Chasing

75 votes

Add the function to either mail or email invoices in bulk. The chasing cadences are great, but it is often necessary to send invoices outside of the cadences, especially since the mailed chasing cadence only send statements, not individual invoices. If you have hundreds or thousands of customers, this would be especially helpful.

Done Suggested by: Andy (07 Nov, '19) • Upvoted: 30 Mar, '23 • Comments: 23

Comments: 23

05 Jun, '20
Jessa Graves
Some invoices cannot be directly emails to customers or have a two step process. Having the ability to send select invoices in bulk (like in QBO) is helpful in this use case.
05 Aug, '20
Aduro
This is something that we would like to be implemented too. When you have 100's of invoices to send it's incredibly inefficient to click through each one to issue and separately click through to send as well.
10 Aug, '20
Adam Haney
I would appreciate this also. It would be especially helpful to be able to upload invoices, have our sales reps review their customers, and then bulk-send all the invoices once they are approved.
19 Aug, '20
Adam Haney
I want to add to this suggestion - the ability to have a "draft" state of an invoice, versus a published state. It would be great to be able to run a sync from QuickBooks to get everything into the system, have a review stage for our sales team, and then "publish" the invoices so that the customers can see them. Currently once they are sync'd they are visible to any customer that happens to look. This could fold into the send feature if when they get "published" they also get emailed out.
20 Aug, '20
Jared King Admin
Great suggestions! Invoices do have a draft state, however, our QuickBooks Desktop integration does not currently permit importing invoices as drafts. The other accounting integrations, such as the QuickBooks Online integration, do have this capability. Sorry for the frustrations!
24 Aug, '20
Adam Haney
Got it, thanks!

1 more add-on; scheduled sending! Would be great to say, send them X day at Y time when doing the bulk sending.
06 Oct, '20
David E
I'd love to see this as part of the workflow in a Cadence. The Cadence could be triggered when an invoice changes status. The "bulk" sending could essentially be automated. Setting the time of day/day of week, etc could also be options in the cadence.
27 Nov, '20
Meg Powell
We invoice 500+ clients on a weekly basis and would love a bulk invoice feature. It would be great to use an Excel template that we could fill in with customer ID, item name, quantity, and rate, and then upload the sheet at once. Would be even better if autopay was integrated as well for those customers who have it enabled.
03 Dec, '20
Jessica Jardin
Upvoting this request - we'd love to see a bulk invoice feature as well!
22 Jan, '21
Allyson B
I vote yes!
31 Mar, '21
Adam
Any update on this suggestion?
08 Jun, '21
Karen Clinkenbeard
I vote for this feature too!
21 Jan, '22
Jared King Admin
We are pleased to announce our new Invoice Chasing feature allows you to schedule follow ups for individual invoices as well as send an invoice to a different email contact list than the customer contact list.

You can read about it here: https://docs.invoiced.com/guides/invoice-chasing

Thank you everyone for the feedback!
24 Jan, '22
Adam
How do we use this feature to send out multiple invoices at a time? This does not appear to resolve this suggestion.
25 Jan, '22
Allyson B
I was hoping the new feature would allow us to select all the invoices that are due for a particular customer to email all at once. (rather than a statement).

It would be nice to have the option in the invoice chasing to email the customer, once the automatic payment has been made. Is that possible?
17 Feb, '22
Clive Katz
I was hoping the feature would allow us to filter and select multiple invoices and email all of them to the customer in one email
11 Apr, '22
Cami
Yes please! so we can CHOOSE to send one invoice with past due amounts rolled in, when needed for accounts who are behind.
28 Apr, '22
Erica M
Agreed with other posters. We would also like the ability to send/resend multiple invoices to customers in bulk. When you have multiple invoices for a customer's account, instead of clicking on each one to send/resend, adding a select/send all button to would be greatly appreciated!
16 Jun, '22
Sean Miller
I don't think this feature suggested is completed. We're looking to to select multiple customers to bulk send invoices vs having to go into each account and issue the invoice. It would save tremendous amount of time and frustration. Will you please look at opening this back up?
15 Jul, '22
Samantha Ross
Also looking for this feature being able to set a time on the invoice chasing. I would prefer we release invoices at a specific time of day.
31 Aug, '22
Adam Haney
Let me share what just happened for me trying to use chasing cadences to bulk send invoices....

I tested a few to be sent out at 9am today, they all looked fine so I scheduled another batch to go out at 10am. Well, it turns out that the ones I scheduled for 9am were all auto-pays, so they sent with the normal, New Invoice template. BUT the others I sent at 10am were not auto-pay, so they all went out using the "default" email template (which we are unable to change), which sent them all out with a note saying they were past due, since they are technically due today.

So 1, there's no way to select the template all of these cadences use, and 2, once a cadence is used on an invoice, it appears you can no longer apply any other new cadence to that same invoice. What if I decide later that I do want to chase that invoice? I'm out of luck....

Please reopen this ticket, as there is currently no viable option to bulk send invoices.
22 Sep, '22
Nick
I can concur with previous comments, this is not resolved!
31 Dec, '22
samantha
Agree, the invoice level chasing does not satisfy this request