Bulk Actions on Draft Invoices Window

Prevent Users from Sending Invoices to Contacts without Email Addresses

  

You’ll get a message when you "bulk email" invoices, if a selected contact doesn’t have an email address.

For example, a user tries to “bulk email” four invoices to the project’s billing contact. One project has a billing contact, but doesn’t have an email address. 

After sending the emails, BigTime will return a message letting you know not all invoices were sent. The message will inform you that some invoices may not have been sent because a contact doesn’t have an email address. It’ll also appear on the Activity Log (in a drafted invoice).

This article will show you where these messages will populate when you bulk email invoices.

  1. Click Invoicing...Overview from your navigation bar.
  2. Click the Drafts tab, found on the middle tile, then click the middle tile itself.
  3. Check the boxes next to each of the invoices that you’d like to send.
  4. Click Bulk Actions and select Email from the picklist.
  5. Select your contacts in the To, CC, or BCC fields.
  6. Click Email Invoice, to do just that.


    This is when you’ll get a notice from BigTime if there’s not an email address for one of your contacts. This message also will appear on the Activity Log (in a drafted invoice).

Where to Go from Here:

Bulk Update Time

Bulk Update Projects

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