When you have a batch of approved invoices waiting to go out — for example after a monthly billing run — Bulk Send emails them all in one click instead of opening and sending each individually.

  1. Click Invoices in the sidebar.
  2. Click the three-dot menu in the top right and choose Send Outstanding Invoices (or open the Bulk Send action from the invoices header).
  3. The page lists every Approved invoice that has not yet been sent, grouped by client.
  4. Narrow the list:
  • Type in the search box to find by invoice number or client name.
  • Use the filter button for status, date range, and other criteria.
  1. Tick the invoices to send. Use Select all matching to grab everything across pages at once, including invoices on the next page.
  2. The button at the top shows the running count — e.g. Send 24 invoices.
  3. Click Send invoices.
  4. Confirm. Each selected invoice is emailed to the client's primary email address with the PDF attached.

What happens after sending

  • The invoice's status flips from Unsent to Sent and a timestamp is recorded.
  • A row is added to the invoice's activity log: who sent it, to whom, and when.
  • The invoice disappears from the Bulk Send list (it is no longer outstanding).
  • If your firm has reminder schedules configured, the first reminder date is set based on the due date.

Resend an individual invoice later

Bulk Send works only for invoices that have never been emailed. To resend after the first send, open the individual invoice and click Resend — it reuses the original message and keeps the activity history clean.

Tip: Pair Bulk Send with Bill Workflows for a clean monthly close: bill all unbilled workflows in one pass, approve the generated drafts, then bulk-send them. Most firms can complete the cycle in under fifteen minutes.

Note: Invoices without a primary email on the client cannot be bulk-sent — they appear greyed out in the list with a warning icon. Add or correct the email on the client record (see "How to edit a client") before running the send.