View Other Articles

Bulk Send - Add on Feature

Last update
February 26, 2024

Complete all your Send Bill tasks at once with the Bulk Send feature!  No more clicking ‘Send’ on each individual Send Bill task!  Don’t have access to this feature?  Contact the Help Center for pricing!

Step 1a. From the Homescreen, click ‘Bill Tasks’

Or, click ‘Tasks’ in the navigation bar.  

Step 1b - Choose between tasks assigned to you, or tasks for your entire account.

In the example below, we are looking at tasks for the account.

Step 2. Select the ‘Send Bill’ tasks you’d like to send in bulk

Step 3. Click ‘Work Tasks’

 This loads Send Bill tasks into the Task Side Bar on the left-hand side of the screen.  

Alternatively, use the Tasks Page to load sorted and/or filtered Send Bill tasks into your Task Side Bar.  For more information see the Help Article: Task Page Explained.

Step 4. Click ‘Bulk Send’

If this button is grayed out for your practice please contact daisyBill’s Help Center to inquire about getting this feature turned on.

Step 5. Confirm number of bills being sent, and click ‘Send’

To cancel, click Cancel or close the modal.

Bills submitted!

How did you like the article ?