Overview
Bill.com allows the option to send a message to multiple customers at the same time. Contact Support to have this feature enabled.
Steps
- Click the Receivables tab
- On the Overview page, under Customers, click Send Message
- On the Send Message page, enter your message and select the customers to receive it and Click Send
- On the Message Customers page, click Done
Note: Each customer selected receives an email with the message.
Maximizing Broadcast Feature
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 Bill.com, 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