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A pop-up window will appear. Here you may perform many actions for distributing the documents including: email, printing, and exporting the selected invoices. If you do not want to create Excel/PDF print versions the option will have to be disabled (not recommended).
An An option is also provided for re-creating and replacing any existing print versions. This is disabled by default and you will need to check the box next to the option to do so.
When finished, click on the X in the upper right corner to close this window. These steps can be used to distribute one or many invoices to your clients.
- Prepare Download - This option can be used to download and print the invoice. Click on Prepare Download and then Finish in the prompt window. Then click on Download Zip File. An option is provided and automatically enabled for excluding any invoices that do not require printed. To disable this option, tick the checkbox.
- Send Emails - This option can be used to send emails to the client(s) for each selected invoice. Click on Send Emails and then Finish in the prompt window. Options are provided for excluding any invoices that are not marked for email and any that have already been successfully sent. You can also enter a test email and have the documents sent prior to distributing them to the client.
- Download XML - This option can be used to export the documents in XML format for use within another application or for other purposes. Just click on Download XML or Configure Export Formats to make changes prior to downloading the file.
When finished, click on the X in the upper right corner to close this window. These steps can be used to distribute one or many invoices to your clients.
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Status Changes
Another option resides next to the distribute button and can be used to change the status of the document. Click on Finished... to view these options.
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