Bring recurring invoice work together
Find the relevant packlists or existing invoices, inspect the documents and recipients, and choose the actions needed for this batch.
NEPTUNE SOLUTIONS · FOR JOBBOSS
Batch Invoice Emailer
Create and deliver JobBOSS invoices in a controlled batch.
Give your accounts receivable team one place to prepare invoices from packlists, send existing invoices and review PDFs and recipients before release. Choose invoice creation, posting, email and printing actions to suit the work you are completing.
Training guide: PDF · 13 pages. Webinar: opens on ECI’s resource site without registration. The recording shows an earlier layout.
THE BUSINESS CASE
Invoice work from
selection to release.
Batch Invoice Emailer brings recurring invoice work into an Accounts Receivable workspace. The team can prepare new invoices, send invoices already created in JobBOSS, or separate those activities around its normal review and posting process.
Use batch creation and email delivery separately when your process calls for review or adjustments in JobBOSS. Reusable sending accounts, email templates and recipient settings keep the regular preparation in place for the next batch.
PRACTICAL CAPABILITIES
Make the next batch easier to prepare.
Keep your billing review in the process
Create invoices when required, or work with invoices already prepared and reviewed in JobBOSS. Creation and delivery can be used separately.
Reuse the preparation for the next batch
Configured sending accounts, report layouts, email templates and recipient settings support a consistent invoice preparation and delivery process.
NEW OR EXISTING INVOICES
Choose the work this batch needs.
Use invoice creation, email delivery or both as part of your established Accounts Receivable process.
Create invoices
Create one invoice for each selected eligible packlist. Review the resulting invoice before release when your process calls for it.
Email existing invoices
Use invoices already prepared in JobBOSS, including invoices that need review or adjustment before sending.
Send a customer batch
Send selected invoices for one customer in one message, with a separate PDF attachment for each invoice.
GENERAL USAGE
A daily workflow, with clear review points.
Find the records, review the document and recipient, then choose the work to complete. The training guide contains the illustrated working steps.
- 01
Find the intended work
Search the customer and date scope, then review the list and active filters. For existing invoices, clear UNINVOICED PACKLISTS ONLY and use the invoice-date search.
- 02
Review the document and recipient
Check the INVOICE column, use PREVIEW INVOICE and inspect TARGET EMAIL. Select each existing invoice once, even if several packlist rows refer to it.
- 03
Choose the actions
Review INVOICE?, POST?, EMAIL? and PRINT? before processing. Selecting email for an uninvoiced packlist can also select creation and posting. For a reviewed release, create and preview first, post and verify the result, then select email.
- 04
Process and check
PROCESS SELECTED OPERATIONS starts the chosen work. Read the result and any errors, verify the invoice state and review recent email history as appropriate. Correct and retry only the work that still needs to be completed.
LEARN THE TOOL · KEEP THE REFERENCE
Training and downloads, together.
Share the product overview, use the illustrated guide for daily work, and revisit the recorded demonstration. Keep these resources with your team’s invoice preparation and release procedures.
PDF · 3 pages · 605 KB · November 2026
Product overview
Explore new invoice preparation and delivery of existing JobBOSS invoices, reusable email setup, grouped PDF delivery and the review points for each batch.
PDF · 13 pages · 874 KB · November 2026
Illustrated training guide
Find packlists and existing invoices, review recipients and PDFs, choose operations and verify results. Includes customer batches, statements, sender and template setup, history and troubleshooting.
RECORDED WEBINAR
Batch Document Emailer Demo Webinar
Watch the demonstration on ECI’s resource site. The recording shows an earlier layout; the training guide uses current ACCOUNTS RECEIVABLE terminology for the corresponding work.
Watch the recorded webinar
Opens ECI’s resource site in a new tab, without registration. The recording shows an earlier layout; use the current training guide alongside it.
A QUICK WORKING REFERENCE
Common questions.
Can we create invoices in JobBOSS and only email them here?
Yes. Creation and delivery can be used separately. Prepare and review the invoice in JobBOSS, search for the existing invoice in the utility, confirm the target recipient and PDF, then select the email action.
Can several packlists become one new invoice?
Batch creation makes one invoice per selected packlist. Prepare a consolidated invoice in JobBOSS when required, then use the utility to email it. If several rows refer to that existing invoice, select it once to avoid repeated attachments.
Will a customer receive one email or several?
Selected invoices for the same customer go into one email as separate PDF attachments. For a one-invoice-per-email requirement, process one invoice at a time. Use separate sends when invoices for the same customer need different recipients.
How do we send to several people?
Use a plain comma-separated address list in one supported field; different source fields are not automatically combined. Remove labels and stray quotation marks, then check TARGET EMAIL.
Why is the target email missing or unexpected?
The configured source and available billing contacts determine the selection. A billing contact can be used when the preferred source is missing. After editing JobBOSS contacts, search again and review TARGET EMAIL. Choosing a target here does not edit the stored contact.
Why did selecting email also select creation or posting?
Selecting EMAIL? for an uninvoiced packlist can also select INVOICE? and POST?. Review those actions. If posting approval is required before release, complete and verify that stage before sending.
Do Statement and Past Due open a preview?
They send immediately for the selected customer and target email. Preview the supplied report through JobBOSS User Defined reports first. Send only when the customer, recipient and report are ready.
Does email history confirm delivery?
History stores invoice email details and the PDF, but a record can remain after a mail error. Check the processing result and mail outcome. The utility removes history older than one year; retain required records through your normal business process.
How should we retry after an error?
Identify what completed, correct the cause and find the affected existing invoices again. Do not rely only on UNSENT INVOICES ONLY after a mail error. Select each invoice once and choose only the remaining action before processing.
Help with your invoice workflow. Contact Neptune with the installed utility and JobBOSS versions, the operation you intended to complete, the affected document number and the exact error message. Note whether the issue affects one user or everyone using the same configuration. Sales@NeptuneNetworking.com
IS THIS THE RIGHT TOOL?
A good fit for
Accounts receivable teams that regularly prepare invoices from packlists, send existing JobBOSS invoices and organize customer document batches around a defined review process.
Talk through your use caseWhat we’ll review together
- Your invoice creation, review, posting and release process.
- The sending account, report layouts, templates and recipient settings.
- The enabled modules and a small first training exercise.
We’ll confirm the applicable version, configuration and installation scope for your JobBOSS environment.
START WITH YOUR WORKFLOW
Give recurring invoice work a clear process.
Tell us how your team prepares and releases invoices today. Your inquiry will already identify Batch Invoice Emailer.