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Broadcasting a message to multiple customers

Overview allows the option to send a message to multiple customers at the same time. Contact Support to have this feature enabled.


  • 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, 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