Overview
The Bulk Send feature lets you send multiple invoices at once directly from your Invoices tab. Use this guide to select eligible drafts, review any missing requirements, and send them out in one step. This pairs best with our Bulk Upload feature.
1. Select Your Draft Invoices
Navigate to Invoices in the left-hand menu.
-
In your invoices table, select the checkboxes next to each invoice you would like to send.
Important: Only invoices in Draft status can be bulk-sent.
Once your invoices are selected, open the Actions dropdown in the top-right corner of the table.
Choose Send multiple invoices.
2. Confirm & Send
A confirmation modal will appear listing the number of invoices you are about to send.
Select Send Invoices to proceed.
3. Error Handling
If any selected invoices are missing required information, an error message will appear identifying which invoices could not be sent.
Only invoices missing required fields will fail.
All other valid draft invoices will be sent successfully.
-
You can update the failed invoices and send them individually or include them in a later bulk send.
See invoice requirement here.
Frequently Asked Questions
Why can’t I bulk-send some of my drafts?
Only invoices in Draft status with all required fields completed are eligible for bulk sending. If data is missing (such as invoice total, customer information, etc.), you’ll receive an error listing the invoices to fix.
Can I undo a bulk send?
Once an invoice is sent, it cannot be reverted to draft. You may edit or delete the invoice if you wish.
Will my customers receive individual emails?
Yes. Each invoice is sent as a separate email.
Still Need Help? Contact our support team at support@stellainvoice.zendesk.com