--- title: Bulk Email & Export (Pro addon) description: Send and export hundreds of invoices, quotes, payments, or clients in one click. Bulk row actions on every list screen and an "Export All" button perfect for year-end accounting hand-offs. ---
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# Bulk Email & Export The free Easy Invoice plugin handles invoices one at a time — open, edit, send, repeat. That's fine for the occasional invoice, but it falls apart when: ![Bulk actions on the invoice list — filter by client, then email or export the whole selection](/screenshots/50-invoices-client-filter-and-bulk-send.png) - It's **year-end** and your accountant wants every paid invoice exported as a single ZIP of PDFs. - You need to **re-send a batch of overdue invoices** after a holiday break. - You're **migrating to a new accounting system** and want every record as CSV. - You're filing **a sales-tax return** and the auditor wants line-item-level export. The **Bulk Email & Export** addon adds two things to every list screen (invoices, quotes, payments, clients): 1. **Bulk row actions** — tick the rows you want, pick "Email selected" or "Export selected", click apply. 2. **"Export All" button** — one-click export of the entire dataset for a list screen. No configuration, no settings — flip the addon on and the bulk actions appear. ## Plain-English problem this solves Your accountant emails on January 5th asking for "all paid invoices from last year as a single PDF". Without this addon, you click each invoice, hit Download PDF, repeat sixty times, then bundle them up manually. With this addon, you go to **Easy Invoice → Invoices**, filter by Status = Paid, click the checkbox in the table header (selects all visible rows), pick **Export selected → PDF** from the bulk action menu, click Apply. One ZIP file comes back with sixty PDFs. The whole task takes twenty seconds instead of half an hour. ## When you need this - **Year-end / quarter-end accounting hand-offs.** - **Sales-tax filings** that require detailed invoice listings. - **Migrating to/from another invoicing tool** (CSV export → import elsewhere). - **GDPR data-subject requests** when a client asks for everything you have on them (use along with the [Privacy & GDPR Tools](./privacy-tools) addon). - **Bulk dunning** — re-send a batch of unpaid invoices in one click during your monthly collections sweep. If you only invoice a handful of clients a month, you can survive without this. Everyone else: turn it on. ## Enabling 1. Open **Easy Invoice → Addons** 2. Find **Bulk Email & Export** 3. Click **Activate** There are **no settings** — the bulk action dropdown and "Export All" buttons appear automatically on every list screen. The addon is configured by behaviour (you tick rows and choose an action), not by a settings page. ## How the bulk action menu works Every list screen in Easy Invoice gains the same WordPress-style bulk action dropdown that core uses: 1. **Select rows** — tick individual rows, or tick the header checkbox to select every visible row on the page. 2. **Pick an action** from the dropdown — common options: - **Email selected** — send the relevant transactional email (invoice/quote/receipt) to every selected client. - **Export selected as PDF** — download a ZIP of PDFs. - **Export selected as CSV** — single CSV with one row per record. - **Export selected as Excel** — .xlsx file for spreadsheet apps. 3. **Click Apply** — the addon performs the action and shows a progress indicator. Larger batches (hundreds of rows) run in the background and notify you when done. ## How "Export All" works Above the standard bulk action menu, the addon adds an **Export All** button. This ignores the row checkboxes and exports the *entire* dataset for the current list view, including rows on pages you haven't scrolled to. **Examples:** - **Invoices → Export All as CSV** — every invoice you've ever issued, with all metadata, in one CSV. - **Payments → Export All as CSV** — every payment, useful for bank reconciliation. - **Clients → Export All as CSV** — your complete client book for migration to a CRM. **Performance note:** "Export All" on a list of 10,000 invoices can take a minute or two. The addon streams the export to a temporary file and gives you the download when ready — your browser doesn't hang. ## What gets included in CSV exports CSV exports include every field that's visible on the list screen plus a handful of extras useful for accounting: - **Invoice CSV** — number, status, client name, client email, issue date, due date, subtotal, tax, total, paid amount, balance, currency, payment method (if paid), notes. - **Payment CSV** — invoice number, payment date, amount, gateway, transaction ID, status, currency. - **Client CSV** — name, email, phone, company, billing address, shipping address, total invoiced lifetime, total paid lifetime. The CSV opens cleanly in Excel, Google Sheets, Numbers, and any text-based accounting import. ## What gets included in PDF exports PDF bulk exports use the same template as the single-invoice PDF — including any [PDF Toolkit](./pdf-toolkit) watermarks, [White-Label](./white-label) branding, or [Custom Templates](./custom-templates) layouts you have configured. The ZIP contains one PDF per record, named `invoice-INV-2025-001.pdf` (or similar), so you can sort, attach to emails, or upload in bulk to your accounting tool. ## Pairs well with - [Privacy & GDPR Tools](./privacy-tools) — Pair the addon's bulk export with the privacy tools' data-subject export to hand a complete history to a requesting client. - [PDF Toolkit](./pdf-toolkit) — Every bulk-exported PDF inherits your watermark / branding settings. - [Smart Reminders](./smart-reminders) — Reminders handle the *automated* chase sequence; Bulk Email lets you fire off a one-off batch when needed (e.g. "Friday-before-month-end mass reminder"). - [Accounting Sync](./accounting-sync) — If you're already syncing to QBO/Xero, you may not need the export at all — but it's still useful for one-off audits. ## Troubleshooting **"The bulk action dropdown isn't appearing"** - Confirm the addon is **Active** in **Easy Invoice → Addons**. - Confirm you're on a *list* screen (Invoices, Quotes, Payments, Clients) — not a single-record edit screen. - Hard-refresh the page (Ctrl+Shift+R or Cmd+Shift+R). **"Export All times out / fails on very large datasets"** - Increase your PHP `max_execution_time` (typically in `php.ini` or via a hosting control panel). Try 300 seconds. - For 50,000+ rows, consider exporting in date-range filtered chunks instead of "Export All". - If you have the [Accounting Sync](./accounting-sync) addon, the periodic sync is probably a better fit for ongoing exports. **"My bulk-emailed invoices aren't being delivered"** - This is almost always a deliverability / SMTP issue, not the addon. Bulk-emailing 200 invoices in one minute from a generic hosting IP often triggers spam filters. - Install an SMTP plugin (WP Mail SMTP, FluentSMTP) and route through a transactional provider (Postmark, Mailgun, SendGrid, Amazon SES). - Limit batch sizes to ~50–100 emails per minute for best results. **"Bulk PDF export downloads but the ZIP is empty / corrupted"** - Check your PHP memory limit (`memory_limit` in `php.ini`). Generating dozens of PDFs simultaneously can hit 256 MB. Raise to 512 MB if needed. - Check disk space on the server — temp files for large exports need free disk. ## Settings location **There are no settings.** The addon is fully behaviour-driven — flip it on and use the bulk-action dropdowns and Export All buttons that appear on every list screen. ## See also - [Privacy & GDPR Tools](./privacy-tools) — for compliance-specific exports - [PDF Toolkit](./pdf-toolkit) — controls how bulk-exported PDFs look - [Accounting Sync](./accounting-sync) — if you'd rather sync to QBO/Xero than manually export
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