Method:Classic General Q&A

Re: Method Scheduling & Invoicing For QB Online Sending Batch Recurring Invoices

Method_Michael — Thu, 29 Dec 2011 19:32:48 GMT

Jeff-

If you are just looking to send bulk emails for invoices and to get some kind of notification when a user view an invoice in the portal it would most likely not take more then 2 hours of consulting time($125/hour).

-Michael

Re: Method Scheduling & Invoicing For QB Online Sending Batch Recurring Invoices

Jeff Douglas — Thu, 29 Dec 2011 15:28:07 GMT

How much would you charge to do these customizations?

Re: Method Scheduling & Invoicing For QB Online Sending Batch Recurring Invoices

Method_Michael — Thu, 29 Dec 2011 15:01:12 GMT

Jeff-

Jeff Douglas:
My issues are recurring billing a new module we purchased call Method Scheduling & Invocing The major issue is that once a batch of reccurring invoices are entered I have to manually go through each item entered and email send the invoice. Is it possible to send all recurring invoices at one time.

This would be possible but it would involves some customization. You would essentially take most of the actions found in the save and email button and put those in a loop through your invoices.

Jeff Douglas:
Also, once something is emailed is there a way to track it to see if client opened the invoice

Since the emails sent out take the customer to the Portal you can make it so that when the click to view the invoice in the Portal it logs that it has been viewed

-Michael

Method Scheduling & Invoicing For QB Online Sending Batch Recurring Invoices

Jeff Douglas — Thu, 29 Dec 2011 14:17:32 GMT

My issues are recurring billing a new module we purchased call Method Scheduling & Invocing The major issue is that once a batch of reccurring invoices are entered I have to manually go through each item entered and email send the invoice. Is it possible to send all recurring invoices at one time.

Also, once something is emailed is there a way to track it to see if client opened the invoice