How to Print or Email Sales invoices in Bulk

1. Navigate to Sales Invoices:

- Go to SortMyBooks.
- Click on Reports > Sales Report > Sales Invoices.
Filter Your Invoices:
- On the left-hand side of the screen, you can filter by:
  - Accounting Year
  - Customer
  - VAT Period
  - Invoice Status
  - Contact Note
  - Contact Email
  - Payment Type
- To email invoices, choose "With email addresses" from the Contact E-mail drop-down menu.
- You can order invoices by Invoice date or Customer
- You can also filter by:
  - Printed Status: Select Only Printed or Only Not Printed.
  - Mailed Status: Select Only Mailed or Only Not Mailed.
- Click Apply.

Select and Process Invoices:
- Select some or all invoices on the top-right corner of the invoice list.
- Click the Show Selected button.
- A new screen will appear where you can:
  - Customize your email template.
  - Choose the invoice layout and terms.
  - Add a remittance if needed.
  - Arrange invoice details in a specific order.

Print or Email Invoices:
- You can choose Action:
  - Print invoices and mark them as printed.
  - Email invoices and mark them as mailed.
- Click Apply.
Review and Send Emails:
- A PDF file will be generated to review or share with your accountant.
- Select Email Invoices to view the email addresses assigned to the invoices.
- Apply tags such as Contact Name, Reference Number, Company, Image Link and Your Name.
- Optionally, send a copy of the email to your address.
- Click Send.

You will see a message indicating how many invoices were sent.
You can also verify sent invoices:
- Go to the Home page and check the Audit Log.
- Check the invoice history to confirm the invoice status.

Please look at this video to see how to select and print or email Sales Invoices in bulk.