Batch Admin
Draft Bulk Emails in Seconds Instead of Hours
Batch Admin helps you eliminate repetitive manual work by turning spreadsheet exports into personalised batch emails, complete with automatically matched PDF attachments. What used to take hours can now be completed in seconds.
One Spreadsheet. Hundreds of Personalised Emails.
Generate professional batch emails directly from your spreadsheet. Save hours of repetitive work while keeping every message personalised.
Custom Emails
Import any spreadsheet and generate personalised emails using your own templates and merge fields. Perfect for newsletters, announcements, customer updates and bulk communication.
Spreadsheet Driven
Use Excel or CSV files as your data source.
Personalised
Every email includes customer-specific information.
20+ Templates
Download ready-to-use spreadsheets and templates for numerous admin workflows.
Quote Follow Ups
Remind customers about outstanding quotations without manually writing individual emails.
Automatic Personalisation
Insert customer names, quote numbers and dates. Upload PDF quotes and these will be matched based on the quote number.
Intelligent Tone
Old and new quotes have their own follow up message, meaning you can target all live quotes without your emails sounding generic.
Drive Sales
Follow up with every potential customer in just a few minutes with emails that still feel personal.
Payment Reminders
Send friendly payment reminders before invoices become overdue, helping improve cash flow with minimal effort.
Due Date Reminders
Generate reminders based on due dates.
Merge Invoice Data
Upload PDF invoices, and they will be matched based on number and automatically attached to the correct email.
On-time Payments
A simple reminder can go a long way. Keep on top of upcoming payments by generating personalised reminder emails in seconds.
Invoice Distribution
Generate hundreds of personalised invoice distribution emails directly from your spreadsheet with PDF invoices automatically matched and attached.
Bulk Drafting
One spreadsheet. A folder of PDF invoices. One click ➡️ Hundreds of ready to send emails.
Clear message
Emails include the PDF invoice, due date, friendly guidance to encourage timely payments.
Save hours
If you offer monthly services, or send your invoices at the end of the month, this feature will be your lifesaver.
Overdue Invoice Chasing
Generate firm but professional overdue reminders to recover unpaid invoices faster. Overdue logic generates different messages based on the age of the debt.
Outstanding Balances
Every email lets customers know how much they have to pay and for how long the payment has been overdue.
30 / 60 / 90+ Days
Older debts have stricter messages, ensuring that each email is tailored towards the individual invoice.
Credit Control
This intelligent workflow turns your monthly chasing into a few simple steps. Whether you have 20 overdue invoices or 250, a job that could take all day now takes minutes.
Aged Debtor Chasing
Generate chaser emails directly from your aged debtor list, automatically attaching customer account statements.
30 / 60 / 90+ Days
Customers with older debts have stricter messages, just like the invoice chaser.
Account Summary
In addition to the total amount overdue, this amount is broken down for the customer into which debts are 30/60/90+.
Credit Control
This intelligent workflow is ideal if you have repeat customers, who are overdue more than one payment. Combine this with individual invoice chaser emails.
✉ Email Ready
➡️ Outlook / Gmail
Select Mode
📊 Upload Spreadsheet
📄 Upload Documents
✉ Generated Emails
🚀 Delivery Options
Bulk email drafting for your admin workflows
Send invoices, follow up quotes, and keep payments moving without the manual work.
Core
Intelligent batch emails for recurring admin tasks. Custom Email mode allows you to tackle any workflow with your own spreadsheets.
- ⭐ Custom batch emails (with 20+ ready to use spreadsheets)
- ✓ Quote follow ups
- ✓ Invoice distribution
- ✓ Payment reminders
- ✓ Send up to 50 emails per batch
- ✓ Email files open as drafts in Outlook or Gmail
Enterprise
Larger scale email drafting for businesses with many customers. Introducing, Batch Admin’s premium Credit Control emails.
Everything in Core, plus:
- ✓ Overdue invoice chaser
- ✓ Aged debtor chaser
- ✓ Send up to 250 emails per batch
- ✓ Emails open directly in Outlook or Gmail