Sending emails to multiple customers allows the option to send a message to multiple customers at the same time. This announcement feature is a great way to broadcast important company news and updates

Sending an announcement

  1. Click the Receivables tab
  2. On the Overview page, under Customers, click Send Message
  3. On the Send Message page, enter your message and select the customers to receive it and Click Send
  4. On the Message Customers page, click Done

Note: Each customer selected receives an email with the message.

Best Practices

Using the broadcasting feature can help in multiple ways based on your business function:

Small businesses Set expectations for new customers before you invoice them using, or communicate billing changes to a specific group of customers

Non-profits Solicit donations from a targeted group of prospects

Accountants Invite select clients to cloud-based billing and explain the benefits