When a Customer Does Not Get Invoices

Invoice Access Instructions #

If a customer reports they haven’t received invoices, here’s what you can do:

1. Ask the customer to log in and go to their Invoice Library.
2. Alternatively, they can add their bookkeeper as a user under Contacts and grant them access to the invoice library.

Batching Invoices #

A cool feature: Batch generates one PDF with all the invoices in it.  It saves having to open and print each one individually.  The bookkeeper will love this.