> For the complete documentation index, see [llms.txt](https://docs.cleartax.in/e-invoicing/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.cleartax.in/e-invoicing/guides/workflows/email-bulk-e-invoices-to-customers..md).

# Email Bulk E-Invoices to Customers.

Send Email selecting bulk IRN's.

#### Step 1- Open Settings panel

‌Login to E-Invoicing portal and navigate to settings on top right under your username. Click on settings.

![](https://3500669801-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MFk8abrbsG2eTq68dGF%2F-MPrmFFjZTdbAR9vkEsk%2F-MPrmd4puYwJEO_euolB%2FScreenshot%202020-12-31%20at%201.23.36%20PM.png?alt=media\&token=3db71e04-c8c7-4e67-981d-1b5de99121ac)

#### Step 2 - Set Contact Master

In the Contact master add the customer GSTIN, Name , Emails Ids, Phone No, Default Role ( To/CC/BCC), and Status( Active/Inactive)\
You can directly add the values in the cells given on the screen.

![](https://3500669801-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MFk8abrbsG2eTq68dGF%2F-MPrl3EHn6stWFQ6R87i%2F-MPrl7nt_CuUVU2LTPRj%2FScreenshot%202020-12-31%20at%201.14.33%20PM.png?alt=media\&token=7efb8ed5-3ec3-490d-aa59-61205ab10919)

You can also add the above info by uploading an Excel file with supported formats (XLSX/CSV/XLS/XLSM) ,  \
Click on the button on top right  **"Upload Excel to add in bulk"**

![](https://3500669801-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MFk8abrbsG2eTq68dGF%2F-MPrl3EHn6stWFQ6R87i%2F-MPrlr7Ab-uk2RwIjLUI%2FScreenshot%202020-12-31%20at%201.20.41%20PM.png?alt=media\&token=3ffccf2a-3680-40f3-83d0-a24c488a8c9d)

![The Sample Excel format to update the Contact Info ](https://3500669801-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MFk8abrbsG2eTq68dGF%2F-MPrl3EHn6stWFQ6R87i%2F-MPrlcO5ogYdL5fnsCQc%2FScreenshot%202020-12-31%20at%201.19.55%20PM.png?alt=media\&token=976d2f2c-1703-4a96-80e1-ecfbb6ce1f7c)

The sample file as shown above with the format can be downloaded in the same section.

#### Step 3 - Set Email Template&#x20;

* Select from the  Templates( Generated, Cancelled, Payment Reminder)  to edit the email body.
* Select the default template to be used while sending the email, also the Reply-to Email Id and Reply-to Name

![](https://3500669801-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MFk8abrbsG2eTq68dGF%2F-MPrmFFjZTdbAR9vkEsk%2F-MPrnowu9F8W7WFgIbNS%2FScreenshot%202020-12-31%20at%201.26.05%20PM.png?alt=media\&token=941268d9-bf4b-4039-8751-8825c9c1f842)

When editing the templates\
\- You can edit the default Text for **SUBJECT, BODY** and **SIGNATURE.**  \
**-** You can also use the  Dynamic Variables given in the bottom right of the screen to make the   Template text more Dynamic and context specific.

![](https://3500669801-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MFk8abrbsG2eTq68dGF%2F-MPrmFFjZTdbAR9vkEsk%2F-MProgKAR8NzMbvuFLRh%2FScreenshot%202020-12-31%20at%201.31.12%20PM.png?alt=media\&token=cd56a910-a38e-4005-bbc1-a19355c81e8c)

**Step 4: Select the invoices to Email and select Email option**

In the Home -> View all Invoices, section select the invoices you want to email and&#x20;

Under \*\*‘More Options’\*\*→ Click on **‘Email’** button

![](https://aws1.discourse-cdn.com/standard10/uploads/cleartax1/optimized/2X/1/1c01ece2e489a88cb356ca81ca9bd402112d21b2_2_690x319.png)

#### &#x20;<a href="#step-3" id="step-3"></a>

#### Step 5: Do One final edit to the Email Body and Send <a href="#step-3" id="step-3"></a>

‌After selecting the Email option and before sending, you can now edit the Email Content and other fields like **TO, CC, BCC, SUBJECT,  EMAIL BODY** and **SIGNATURE** which by default are populated with the default info.

After confirming the details, click on **Send** button on the top-right to send the email.

![](https://3500669801-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MFk8abrbsG2eTq68dGF%2F-MPrmFFjZTdbAR9vkEsk%2F-MPrpt9a8nZ6Uv9O4yB6%2FScreenshot%202020-12-31%20at%201.36.30%20PM.png?alt=media\&token=364428d1-5031-4c52-822f-057d45385f81)
