Plannit allows you to send quotes or invoices in batches to save you time . Whether it is for an invoice or a quote, the procedure is as follows, once you have clicked on the Quotes or Invoices menu / tab:
Click on the sort icon to the right of the search bar to open the "Filters" window
Selection among status, dates and other fields you want and "apply" your selection
Select the desired invoices or quotes by clicking in the "select all box" (or select each one individually)
Click on "Send".
NOTE: In order not to slow down the performance of the application too much, sending and/or printing is restricted to 50 at a time.
Once the mass mailing and/or printing is completed, you will be notified in the Plannit notification center as follows:
