How to send invoices in bulk?

Modified on: Mon, 23 May, 2022 at 5:16 PM

Scope

How to send invoices in bulk?

How to export or import invoices in bulk?

How to resent failed e-invoices in invoices?


Summary

To create Invoices in bulk for the current subscriptions using the filter on your Chargebee site, you will need to navigate to Settings > Import & Export Data > Choose a Bulk Operation on your Chargebee site to perform this operation. 


We don't have a direct bulk operation to send invoices but there is an option to send bulk emails to customers with the invoices, go to the invoices index page, apply the relevant filter and click on more actions > Email Customers. 

 

Solution

Bulk Operations on invoices

You can pick your relevant bulk operation and perform it on the invoices. Click here to read more on bulk operations.


Send invoice emails in bulk

From the Invoices index page, you can filter invoices using 'Add Filter' if you want to narrow down the search to specific criteria (Example: unpaid invoices in ABC plan). You can also save the filter for future purposes. Read Advanced Filter Options to know about creating multiple filters. 

Once the filter is selected, click on More Actions > Email customers. This will send emails to the associated customers. 

Example: First you can filter invoices by their status is 'unpaid' + Plan contains 'ABC' and apply filter. The relevant list of invoices will be seen on the page. Now click on 'Email customers' to send an email to all those customers associated with the list of invoices.


These email notifications can be configured under Configure Chargebee > Email notifications > Manual Emails. Select the appropriate email that contains the invoice and click on 'Proceed'

Related Articles

Can I send out email notifications from Chargebee in any language?

What bulk operations can I perform in Chargebee?


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