Description
Odoo Mass Invoice Send By Mail is an Odoo module that sends invoices by email to multiple customers at one time. Users finish the whole batch in a single click instead of mailing each invoice separately.
A user opens the Invoicing app, selects the invoices to send, and picks Send Mass E-mail under Action. A wizard then opens so the user can prepare the batch before anything is sent.
Before sending, the user can select the email template that should go with the invoices. Choosing a template lets the team keep its own wording and give a personal touch to every invoice mail.
The user clicks the Ok button to confirm the send, and Odoo shows a message once it sends the mails successfully. Each customer then receives the email in their own mailbox with the invoice attached.
The same Send Mass E-mail option also works from a single open invoice, so one module covers both bulk and individual sending. The module supports Odoo versions 8 through 20 and installs as mass_invoice_mail.
Additionally, if you want to export invoice data into spreadsheets for reporting and review, then check Odoo Invoice XLS Reports.
Highlighted Features of Odoo Mass Invoice Send By Mail
Bulk Invoice Email
Send invoice emails to many customers in a single action instead of mailing each invoice by hand.
Email Template Selection
Pick the email template before sending so every invoice mail carries the wording your team prefers.
Confirmation Before Sending
Review a confirmation message and click Ok before the invoice emails leave Odoo for your customers.
Invoice Sent as Attachment
Customers receive the email in their own mailbox with the invoice attached and ready to open.
Why Do We Need Odoo Mass Invoice Send By Mail?
Odoo Mass Invoice Send By Mail solves a common billing problem for teams that send invoices by email to each customer.
Sending invoices one by one through email takes a lot of time. When a user has dozens of invoices to send, each one has to be opened, mailed, and closed separately. That repeated work slows billing down and makes it easy to miss a customer.
This module lets the user select all the invoices at once and send them together with one template. A confirmation step before sending and a success message after it keep the user sure about the result.
In practice, the whole batch takes four steps: select invoices, click Send Mass E-mail, choose the template, and click Ok.
Also, to send marketing emails through another outgoing mail server, check our extension Odoo Mass Mailing With Other Outgoing Server.
Use Cases
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Month-End Billing Runs
Accounts teams can email all the invoices from one billing cycle to their customers in a batch.
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Branded Invoice Messages
Businesses can pick a template that carries their own greeting and wording for every invoice mail.
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Resending a Single Invoice
Billing staff can open one invoice and email it again to the customer with the same Send Mass E-mail option.
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Billing Multiple Customers at Once
A small finance team can handle invoice mailing for a large customer list without extra manual work.
Send Mass E-mail from Odoo Invoicing
Send Mass E-mail is a new Action option in the Odoo Invoicing list view. Users select several invoices and start sending them to their customers in one go.
- Log in to Odoo and open the Invoicing app to see the list of invoices.
- Tick the checkboxes of all the invoices that need to go to customers.
- Open the Action dropdown at the top of the selected invoice list.
- Click Send Mass E-mail to open the sending wizard for the selected invoices.
Select an Email Template Before Sending
The sending wizard lets users choose the email template before the invoices go out. The chosen template gives a personal touch to all the invoice mails in the batch.
- Pick the email template you want for the selected invoices.
- Apply the same template to every invoice in the batch with one choice.
- Keep the business wording and greeting consistent across invoice emails.
- Move to the confirmation step once you select the template.
Confirm and Send Invoice Emails
A confirmation message appears before Odoo sends the invoice emails, so users can check the action first. After sending, Odoo shows a message that it sent the mails successfully.
- Read the confirmation message that Odoo shows before mailing the invoices.
- Click the Ok button to give final confirmation and send the mails.
- See a confirmation that Odoo delivered the invoice mails successfully.
- Click the Close button to return to the invoice list after sending.
- Customers receive the email in their mailbox with the invoice attached.
Send Invoice Mail from a Single Invoice
Users can also email one invoice to its customer from the invoice form view. This is useful when only one customer needs the invoice, or when you need to send an invoice again.
- Open the invoice that you want to send to the customer.
- Click Action on the invoice form and choose Send Mass E-mail.
- Follow the same template and confirmation steps used for bulk sending.
- See an on-screen notification once Odoo sends the mail successfully.
Others Modules Like this
Odoo Mass Invoice: Send By Mail Support -
For any query or issue please create a support ticket here http://webkul.uvdesk.com
You may also check our other top-quality Odoo Extensions.