Batch Post & Send

  • Published on Apr 29, 2026
  • 8 minute(s) read
  • AF
 Prev Next

Feature Overview

Batch Post and Send allows high-volume sending of sales and finance documents to be automated through the BC Job Queue, rather than requiring a user to open and send each document individually. The feature is managed from the Document Handling Job Queue Setup page, where administrators can create recurring or one-time job queue entries for each batch operation type.

Supported batch operations span the full range of sales and finance documents: sending sales order confirmations, posting and sending sales orders, posting and sending sales invoices, posting and sending sales credit memos, sending posted sales invoices, sending posted sales shipments, sending posted sales credit memos, issuing and sending reminders, issuing and sending finance charge memos, sending issued reminders, sending issued finance charge memos, and sending customer statements. Each operation is backed by a dedicated report, and each can be configured with its own schedule, filters, and recurrence settings.

When a batch job runs, the documents are processed using the same sending profile rules as individual sends — the email template, Cc/Bcc, and attachment settings all apply. Email recipient addresses follow the standard hierarchy: the address on the sending profile for the customer, then the customer card email, then the document email. Errors encountered during batch processing are recorded and can be reviewed in the Job Queue Log Entries.

Key Facts

Topic Detail
Where to manage batch jobs Document Handling Job Queue Setup
Supported sales batch operations Send Sales Order Confirmation, Post and Send Sales Order, Post and Send Sales Invoices, Send Posted Sales Invoices, Post and Send Sales Cr. Memos, Send Posted Sales Cr. Memos, Send Posted Sales Shipments
Supported finance batch operations Issue and Send Reminders, Send Issued Reminders, Issue and Send Fin. Charge Memos, Send Issued Fin. Charge Memos, Send Customer Statements
Scheduling Recurring or one-time, configurable per job
Error handling Errors logged in Job Queue Log Entries; documents with errors are skipped
Approval requirement Documents pending approval cannot be batch posted

Getting Started

  1. Open Document Handling Job Queue Setup (search for it or navigate via Document Handling Setup).
  2. Click Setup New Queues and select the batch operation you want to configure (e.g. Send Posted Sales Invoices).
  3. A new Job Queue Entry is created. Click Report Request Page to set filters — for example, filter to only include invoices with a specific posting date or customer group.
  4. Configure the recurrence: set Recurring Job to true, choose the days of the week, and set the Starting Time and interval (No. of Minutes between Runs).
  5. Set the status to Ready to activate the job. The job queue entry will run on schedule.
  6. After the job runs, review the Log Entries action to check for any errors or skipped documents.
  7. To run a job immediately for testing, use Run once (foreground) or Run the current Job Queue Entry now.

Related Features

Batch Post and Send is the automation layer on top of Email Sending & Sending Profiles — all sending profile configuration (templates, Cc/Bcc, attachments, silent sending) applies equally to batch sends. Email Templates provides the content used in each batch email. Attachments settings on the sending profile are honoured during batch sends. For reminders and finance charge memos, the batch operations also cover the issuing step (not just sending), so the full posting-and-sending lifecycle is automated in one job.

User Stories

US-01: Set up a recurring job to send posted Sales Invoices every night

As a Business Manager
I want to configure a job that automatically sends all posted Sales Invoices every night
So that invoices are dispatched without requiring manual action at the end of each business day

Setup:

  1. Open Document Handling Job Queue Setup.
  2. Under Setup New Queues → Sales, click Send Posted Sales Invoices.
  3. Click Report Request Page and apply filters (e.g. limit to invoices not yet sent, within a date range).
  4. Enable Recurring Job and set the schedule (e.g. every weekday at 22:00).
  5. Set status to Ready.
US-02: Set up a batch job to post and send Sales Invoices in one step

As a Accounting Manager
I want to automate the posting and sending of Sales Invoices in a single batch job
So that invoices are both posted and emailed to customers without manual intervention

Setup:

  1. Open Document Handling Job Queue Setup.
  2. Under Setup New Queues → Sales, click Post and Send Sales Invoices.
  3. Click Report Request Page to filter the invoices to include (e.g. by customer group or date).
  4. Configure the schedule and set status to Ready.
  5. The job will post each invoice and send it via Document Handling using the configured sending profile.

Note: Documents pending approval will be skipped. Check Log Entries after each run.

US-03: Set up a batch job to issue and send Reminders automatically

As a Accountant
I want to automate the issuing and sending of Reminders on a scheduled basis
So that overdue customers receive reminders without the accounts team having to process them manually each week

Setup:

  1. Open Document Handling Job Queue Setup.
  2. Under Setup New Queues → Finance, click Issue and Send Reminders.
  3. Click Report Request Page and set filters to target the correct customers and reminder levels.
  4. Configure the recurrence (e.g. every Monday morning).
  5. Set status to Ready.
US-04: Set up a batch job to issue and send Finance Charge Memos

As a Accountant
I want to automate issuing and sending Finance Charge Memos via a scheduled job
So that finance charges are issued and emailed to customers consistently without manual processing

Setup:

  1. Open Document Handling Job Queue Setup.
  2. Under Setup New Queues → Finance, click Issue and Send Fin. Charge Memo.
  3. Configure filters and schedule as needed.
  4. Set status to Ready.
US-05: Send Customer Statements automatically on a monthly schedule

As a Accountant
I want to configure a monthly batch job that sends Customer Statements to all active customers
So that customers receive a statement of their account balance at the end of each month without manual effort

Setup:

  1. Open Document Handling Job Queue Setup.
  2. Under Setup New Queues → Finance, click Send Customer Statements.
  3. Click Report Request Page and configure the statement period filters.
  4. Set the job to run once per month (configure Start Date, Recurring Job, and applicable days).
  5. Set status to Ready.
US-06: Send Sales Order Confirmations automatically after orders are released

As a Sales Order Processor
I want to configure a recurring job that sends Sales Order Confirmations to customers
So that customers always receive a confirmation email after their order is released, without the sales team having to send manually

Setup:

  1. Open Document Handling Job Queue Setup.
  2. Under Setup New Queues → Sales, click Send Sales Order Confirmation.
  3. Configure filters (e.g. only released orders not yet sent).
  4. Set the schedule (e.g. every 30 minutes during business hours).
  5. Set status to Ready.
US-07: Send Posted Sales Shipments automatically

As a Sales Order Processor
I want to set up a batch job that sends Posted Sales Shipment notifications to customers
So that customers are automatically notified when their goods have been shipped

Setup:

  1. Open Document Handling Job Queue Setup.
  2. Under Setup New Queues → Sales, click Send Posted Sales Shipments.
  3. Apply filters in the Request Page (e.g. by shipping date or customer).
  4. Configure recurrence and set status to Ready.
US-08: Review errors from a batch job run

As a IT Manager
I want to review any errors that occurred during a batch job run
So that I can identify and resolve documents that were not sent successfully

Setup:

  1. Open Document Handling Job Queue Setup and locate the relevant job queue entry.
  2. Click Log Entries in the Job Queue section.
  3. Review the log for error messages associated with individual documents.
  4. Correct the underlying issues (e.g. missing email address on a customer) and reprocess.
  5. Use Run once (foreground) on the job to re-run it immediately after fixing errors.
US-09: Temporarily suspend a batch job without deleting it

As a IT Manager
I want to put a batch job on hold during a maintenance period without deleting the configuration
So that I can resume the job later without having to recreate it

Setup:

  1. Open Document Handling Job Queue Setup and locate the job entry.
  2. Click Set On Hold in the Job Queue group.
  3. The job stops running but retains all its filter and schedule settings.
  4. When ready to resume, click Set Status to Ready.
US-10: Post and send Sales Credit Memos in batch

As a Accounting Manager
I want to batch post and send Sales Credit Memos automatically
So that credit notes reach customers promptly without requiring manual posting and sending

Setup:

  1. Open Document Handling Job Queue Setup.
  2. Under Setup New Queues → Sales, click Post and Send Sales Cr. Memos.
  3. Configure filters and schedule.
  4. Set status to Ready.

Field Reference

Field Where to find it What it does Default
Status Document Handling Job Queue Setup Ready, On Hold, or Error — controls whether the job runs On Hold
Object Caption to Run Document Handling Job Queue Setup Name of the report this job queue entry executes —
Description Document Handling Job Queue Setup Descriptive label for the job —
Request Page Filters Document Handling Job Queue Setup Filters applied to the report (visible from the Request Page action) —
Recurring Job Job Queue Entry Card Whether the job repeats on a schedule Off
No. of Minutes between Runs Job Queue Entry Card Interval between runs (for recurring jobs) —
Earliest Start Date/Time Job Queue Entry Card The earliest the job will start —
Run on [Weekday] Job Queue Entry Card Days of the week the job is scheduled to run —
Starting Time Job Queue Entry Card Earliest time of day the job runs —
Ending Time Job Queue Entry Card Latest time of day the job runs —
Related articles

abakion@abakion.com