Datatruck now offers a more flexible and detailed way to send invoice batches through the Advanced Email Sending option. This allows you to manage recipients, customize the message, and control which documents are attached.

Steps to Use Advanced Email Sending

1. Go to Accounting > Invoices
2. Select the relevant invoice batch
3. Click Send
4. In the Send Invoice Batch popup, select the "Email" option
5. Then, click the “Advanced Email Sending” button at the top right of the popup window.

What You Can Do in Advanced Email Sending
1. Choose or Edit recipients (To, CC, BCC) and Edit the subject line and message content.

1. You’ll also see a summary of:
2. The customer name
3. Load IDs
4. Total invoice amount

2. Select standard documents to attach:

1. 1. Rate Confirmation
   2. Proof of Delivery
   3. Commercial Invoice
   4.  Documents (additional within the load)

3. Add files if needed in Attachments

4. Final Step

1. After reviewing everything:
2. Click Send to email the complete invoice batch
3. A confirmation will appear once sent successfully
   
   

We hope this article was helpful. However, if you have any further questions, please don't hesitate to reach out to our Live Support.