Batch Email Invoices

Now users can select multiple invoices to email to an account on demand.  To send an invoice via email, be sure there is an email setup in the account for invoices, then click on Financial and select the invoices you want to email.   Note, a separate email will be sent for each selected invoice.  

• Related Articles

• How to download a batch of invoices for a specific Account (Zip File)

  Q: How do I download a batch of invoices to be sent to a Customer by email?  A: Although there is not a way to automate sending a batch of invoices at this time, you can do the following for the customers that request Invoices to be sent together ...

• Email Statement and Invoice Password Set Up

  To enhance security and protect your confidential information, we are implementing password protection for all statements and invoices. To set this up, you will need to generate passwords for your Accounts and send them an e-mail with that password. ...

• Batch Shipping

  Users can now batch orders together that are shipping to the same address. Even if they are for different doctors. Batch shipping uses the ship dates and order status to determine which orders can be batched together. To use Batch Shipping, click on ...

• Deleting Accounts and related Invoices

  The only thing you can do is mark the account as inactive and mark the Doctors associated with that account as Deleted. We have no mechanism to delete all their invoices.

• 2023 VisualDLP Updates

  Below is a running list of the enhancements and bug fixes for VisualDLP released in 2023 July A new option for zipping invoices has been added to the account page. From the transaction tab, select the invoices you want to download and zip, then ...