Outputting Multiple Invoices to file

Hello

I output all of my invoices to file in order to add other documents then e-mail to customers.

I know you can output to multiple e-mails, but is it possible to output multiple invoices to files (each to a separate file and automatically named) all at once rather than doing each one separately?

Many thanks

Melanie

  • Hi Melanie,

    I'm afraid you cannot edit the file export settings in the same way you can customise email settings.

    The Export option will just take the preview and send it to destination with the file type you specify.

    You can feed back on this by visiting www.sage.co.uk/roadmap.  The most popular requests will be considered for future versions of our software.

    Regards,

    Adam

    Sage UK

  • If you use Outlook for your mail, then there is the option to save everything as draft. Each invoice will appear as a pdf in the drafts folder and it should have the invoice number as the file name. (may need to tweak your invoice layout). When its in your drafts folder you can then choose to save the attachment somewhere else or email it to the recipient(s) or both.