{
  "schema": "mcsj-recipe-v1",
  "id": "bulk-print-or-email-current-invoices",
  "title": "Bulk Print or Email Current Invoices",
  "module": "Misc AR",
  "source": "C:/Solutions/michel/knowledge/foster/mcsj_assets/tip_sheets/misc_ar_bulk_invoice_print_email.json",
  "confidence": "source-compiled",
  "timing_target_seconds": 30,
  "requires_live_mapping": true,
  "short_answer": "After invoices exist, review the open invoice list, then use the invoice print/email option to send electronic invoices or print copies for mailing.",
  "steps": [
    {
      "phase": "navigate",
      "action": "Open Miscellaneous A/R invoices",
      "path": "Billing and Collections \u00bb Miscellaneous AR \u00bb Invoices",
      "note": "If wording differs, use Print Range of Invoices or bulk print/email."
    },
    {
      "phase": "operate",
      "action": "Review the invoice list",
      "checks": [
        "Filter or sort to the current invoices to send.",
        "Sort by due date, customer, status, or invoice number.",
        "Use department/prefix grouping if your site uses prefixes."
      ]
    },
    {
      "phase": "operate",
      "action": "Confirm current/open items",
      "checks": [
        "Use open status for unpaid customer invoices.",
        "Preview the list before sending a large batch.",
        "Confirm due dates; blank due dates may print as invoice date."
      ]
    },
    {
      "phase": "operate",
      "action": "Produce customer copies",
      "checks": [
        "Use the bulk print/email option from the invoice area.",
        "Choose email for electronic invoices.",
        "Choose print for invoices to mail or keep internally."
      ]
    },
    {
      "phase": "operate",
      "action": "Check email setup",
      "checks": [
        "Confirm a valid customer contact email is on file.",
        "Confirm department/from email setup before bulk emailing.",
        "Send a small test batch first when setup is new."
      ]
    }
  ],
  "watch_outs": [
    "Creating invoices does not automatically email them; staff should run the send/print step.",
    "Review dates, status, customers, and department before bulk emailing.",
    "Use current site security/menu labels if they differ from this reference."
  ],
  "completion_contract": [
    "Use live chestervillagenydb only",
    "Verify record/batch ID before write",
    "Capture visible after-proof",
    "For batches, Save alone is incomplete; verify and Update/Post when applicable"
  ]
}