Send Multiple Invoices to a Client in One Email

ConnectWise flows invoices into the Batch Email screen individually — one email per invoice. If a client has several invoices for the same period, use this approach instead to send them all in a single email.

Make sure all invoices are approved and ready to send before you start.

Send multiple invoices together

1. Go to Company Finance or Invoice Search.
2. Select the checkboxes for all invoices you want to include in one email.
3. Select Actions > Print Invoice.
4. In the Invoice Report Form dialog, select Email.
5. In the Edit Email dialog, review the message and make any last-minute adjustments, then select Send Email.

Note: For best results when editing the email body, select the Source Edit icon and paste only HTML-formatted text.

6. After sending, go back to Invoice Search, select the invoices you just sent, and select Actions > Change Billing Status to move them to the appropriate closed status.

Note: Invoices sent this way bypass the Batch Email screen entirely. You are responsible for updating the billing status manually — ConnectWise will not do it automatically.