Collaborative AR Release | Send Filtered Invoices

Send Filtered Invoices

What's New

Supplier administrators can now send invoices in bulk using existing invoice filters in the Supplier Portal.

Previously, suppliers needed to resend invoices page by page, even when targeting a specific customer, division, or date range. Send Filtered Invoices streamlines this process by allowing users to send all invoices matching selected filters in a single action across the entire invoice list.

Key Benefits

• Send invoices in bulk using existing invoice filters

• Eliminate repetitive page-by-page resend workflows

• Reduce dependency on support requests for invoice resends

• Automatically include standard PDF invoice attachments

• Maintain the same email templates and delivery process used today

How It Works

Supplier administrators can apply one or more filters on the Invoices page and select Send Filtered to send all matching invoices across the entire filtered result set, not just the current page.

Before sending, users are shown the number of invoices included and must confirm the action. Once submitted, the invoices are processed in the background using the existing invoice delivery workflow, templates, and attachments.

To help prevent accidental mass sends, the feature includes built-in safeguards such as required filters, confirmation prompts, invoice volume limits, and single-job processing.

This feature is available for Full Supplier Portal customers and must be enabled by an administrator in C-AR Admin.