How to send invoices in bulk?

Modified on: Wed, 26 Apr, 2023 at 8:05 PM


How to send invoices in bulk?

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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. 



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 as 'unpaid' + Plan contains 'ABC' and apply filter. The relevant list of invoices will be seen on the page. Now click on 'Email' to send an email to all those customers associated with the list of invoices. 

Note: On the recent UI enhancement you can now scroll the index pages - Customers, Subscriptions, Invoices, and Credit Notes vertically. Earlier, the pages will be paginated which may prolong your search however with the new enhancement as you scroll down the list it will load all other data in a single page as highlighted below on the screenshot. Refer to this link for more information. 

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'

Please note that all invoices that appear on your invoices page post applying filters will be exported into one PDF file by doing this. We currently do not have an option to export all invoices into a PDF file per invoice. 

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