If you chose not to send invoices or statements out as they were generated, don't worry! You can still mass send your Invoices and Statements out of Sharper.
Instructions
Select CRM on the navigation pane.
Using the ribbon at the top click Customers.
At the top right-hand corner click Email Documents.
You will be greeted with a pop-in with some options.
Below is a Table showing each field and what its purpose is. It is highly recommended to follow the above and below steps and recognize each field using the table.
Field | Function |
|
Customers | Allows user to select Customer(s) to send statements and/or invoices to. Leave blank to send to everyone. |
|
Customer List Report | Using a customer list report built out of Reports > CRM, a user can send to a specific group of customers. |
|