Recipient email address in bulk invoicing

Hello, Mradbourne. You're not missing anything. The CSV import and Spreadsheet Sync don't allow you to set different email addresses for each invoice, which is exactly the issue you're encountering with the different branch contacts.

Our Live Support Team has a Spreadsheet Sync team that specializes in this tool and can walk you through the available options. To reach them, go to the Help icon, then select the Assistant tab. In the box provided, briefly describe your issue or type Contact Support. Choose Chat or Callback for help.

For now, you can use the Batch Enter Transactions feature instead. It includes an email column that specifies exactly where each invoice goes.

To set it up:

1. First, tap the +Create button at the top left.
2. Then select Batch transactions. From there, choose Invoices in the dropdown and click Import CSV/Excel.
3. Download the template from there. You'll notice there's an email field included.
4. Once your template is ready, drop the specific branch email into the Email column for each row. Save CSV, proceed back to +Create > Batch Transactions and upload.

If you have any follow-up questions, let us know in the comments.