Generate and Email Every Invoice Automatically
Stop manually generating invoices every billing cycle. Steelhead's Auto-Invoice creates every ready invoice and PDF automatically, with prices pulled directly from your Sales Orders. Auto-Send Emails then delivers them to each customer in one step — no chasing, no missed invoices.
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Product
Generate and Email Every Invoice Automatically in Steelhead
Identity & metadata
Video title
Generate and Email Every Invoice Automatically in Steelhead
Date published
June 25, 2026
Duration
2:25
Video type
Fresh Features walkthrough
Audience
Steelhead admins and billing teams who manage
invoicing for multiple customers
invoicing for multiple customers
Video summary
In one sentence
Auto-Invoice generates all ready invoices and PDFs with prices
pulled from Sales Orders, then Auto-Send Emails delivers them
to every customer in one automated step.
pulled from Sales Orders, then Auto-Send Emails delivers them
to every customer in one automated step.
What this video covers
It introduces Auto-Invoice and Auto-Send Emails as a two-part
automation that eliminates manual invoice creation and delivery.
The walkthrough covers what qualifies an order as Ready to Invoice
— uninvoiced value, parts at or past the Invoicing node, and
optional per-customer invoicing day settings.
It also shows how Auto-Send Emails bundles all invoices for
each customer into a single email using your configured email
defaults, and covers optional controls for PDF bundling per email.
automation that eliminates manual invoice creation and delivery.
The walkthrough covers what qualifies an order as Ready to Invoice
— uninvoiced value, parts at or past the Invoicing node, and
optional per-customer invoicing day settings.
It also shows how Auto-Send Emails bundles all invoices for
each customer into a single email using your configured email
defaults, and covers optional controls for PDF bundling per email.
Problem it solves
Manually generating invoices and emailing them to each customer
takes time every billing cycle and is easy to miss. Shops
need a reliable way to get invoices out on time without
adding steps to their day.
takes time every billing cycle and is easy to miss. Shops
need a reliable way to get invoices out on time without
adding steps to their day.
Key capabilities shown
• Auto-Invoice generates all ready invoices and PDFs automatically,
with prices pulled directly from Sales Orders
• Ready to Invoice criteria: uninvoiced value, parts at or past
the Invoicing node, COD/pay-to-ship orders at Shipping Ready
• Per-customer Only Auto-Invoice On day setting for scheduled
invoicing on a specific weekday
• Auto-Send Emails delivers one email per customer with all
invoices attached using configured email defaults
• Auto-send goes only to contacts marked as Invoice Contact
with a valid email address
• Optional control over how many PDFs are bundled per email
• Permissions required: Auto Invoicing, Auto Send Invoice Email,
and Send Email
with prices pulled directly from Sales Orders
• Ready to Invoice criteria: uninvoiced value, parts at or past
the Invoicing node, COD/pay-to-ship orders at Shipping Ready
• Per-customer Only Auto-Invoice On day setting for scheduled
invoicing on a specific weekday
• Auto-Send Emails delivers one email per customer with all
invoices attached using configured email defaults
• Auto-send goes only to contacts marked as Invoice Contact
with a valid email address
• Optional control over how many PDFs are bundled per email
• Permissions required: Auto Invoicing, Auto Send Invoice Email,
and Send Email
How the demo flows
• Hook: how many invoices did your team send last week
• Auto Invoice dialog: orders ready to invoice, prices from Sales Orders
• Generate invoices only, or Generate and Email at once
• Results view: warnings, filter by completed or failed,
information icon for failed items
• Income routed to accounting automatically
• Auto Send Emails as a separate step if needed
• Customer configurations: invoice contacts, invoicing day schedule,
email batch size
• Auto Invoice dialog: orders ready to invoice, prices from Sales Orders
• Generate invoices only, or Generate and Email at once
• Results view: warnings, filter by completed or failed,
information icon for failed items
• Income routed to accounting automatically
• Auto Send Emails as a separate step if needed
• Customer configurations: invoice contacts, invoicing day schedule,
email batch size
Full transcript
Speaker
Voice over / Host
Transcript
[00:00] How many invoices did your team send last week,
and how long did it take?
[00:05] In Steelhead, you can complete the entire invoicing cycle
for all invoices in one quick workflow. Here's how simple it is.
[00:13] [opens Invoicing tile, clicks Auto Invoice] Open the Invoicing tile from your homepage and click Auto Invoice.
[00:17] This dialogue loads all orders that are ready to invoice
based on the configurations of your shop. The prices fill in
directly from sales orders, which would be set before it displays here.
[00:27] You can click through to each sales order or customer as needed.
[00:30] You have the option to just generate invoices,
then you would email separately, or click Generate and Email
to do everything at once.
[00:37] Steelhead does the heavy lifting, and your time is freed
up to work on other things.
[00:41] Each customer gets a single email, which includes all their
invoices using any email defaults you have configured.
[00:48] [results view with warnings] Once it runs through, warnings call out anything
that could not be completed. For example, this customer does not
have an invoice contact.
[00:55] Close that. Then you can filter the list by completed or failed.
[00:59] Invoices are listed for each customer.
[01:02] [hovers over information icon] And here, if you hover over the information
icon, you can see why these items could not be processed. And that's it.
[01:09] All those orders invoiced and emailed without having to click
through individually, as well as income gets routed to the correct
accounts in accounting with zero extra effort.
[01:19] If you created invoices separately from emailing, you can then
come back to this section anytime and click Auto Send Emails.
[01:28] Now let's look at a couple of configurations available.
[01:32] [opens customer record] Opening up a customer here, auto-send only goes to
invoice contacts. So on each customer you'd like to auto-invoice,
add at least one contact marked as invoice with a valid email address.
[01:45] [clicks Edit Customer] Two additional options when you click the Edit Customer button.
[01:49] [auto-invoice day setting] This auto-invoice setting lets you schedule a customer to
a specific day of the week, for example, every Monday.
[01:56] On other days, their sales orders will not appear in the auto-invoice list.
[02:00] Leave this blank if you want a customer to run every time.
[02:03] [Invoice email batch size setting] Invoice email batch size controls how many invoice PDFs
are merged into each email. If a batch would exceed the
email attachment size limit, Steelhead splits it into multiple emails automatically.
[02:16] Save changes and you're set. Try out auto-invoicing and save yourself some time today.
and how long did it take?
[00:05] In Steelhead, you can complete the entire invoicing cycle
for all invoices in one quick workflow. Here's how simple it is.
[00:13] [opens Invoicing tile, clicks Auto Invoice] Open the Invoicing tile from your homepage and click Auto Invoice.
[00:17] This dialogue loads all orders that are ready to invoice
based on the configurations of your shop. The prices fill in
directly from sales orders, which would be set before it displays here.
[00:27] You can click through to each sales order or customer as needed.
[00:30] You have the option to just generate invoices,
then you would email separately, or click Generate and Email
to do everything at once.
[00:37] Steelhead does the heavy lifting, and your time is freed
up to work on other things.
[00:41] Each customer gets a single email, which includes all their
invoices using any email defaults you have configured.
[00:48] [results view with warnings] Once it runs through, warnings call out anything
that could not be completed. For example, this customer does not
have an invoice contact.
[00:55] Close that. Then you can filter the list by completed or failed.
[00:59] Invoices are listed for each customer.
[01:02] [hovers over information icon] And here, if you hover over the information
icon, you can see why these items could not be processed. And that's it.
[01:09] All those orders invoiced and emailed without having to click
through individually, as well as income gets routed to the correct
accounts in accounting with zero extra effort.
[01:19] If you created invoices separately from emailing, you can then
come back to this section anytime and click Auto Send Emails.
[01:28] Now let's look at a couple of configurations available.
[01:32] [opens customer record] Opening up a customer here, auto-send only goes to
invoice contacts. So on each customer you'd like to auto-invoice,
add at least one contact marked as invoice with a valid email address.
[01:45] [clicks Edit Customer] Two additional options when you click the Edit Customer button.
[01:49] [auto-invoice day setting] This auto-invoice setting lets you schedule a customer to
a specific day of the week, for example, every Monday.
[01:56] On other days, their sales orders will not appear in the auto-invoice list.
[02:00] Leave this blank if you want a customer to run every time.
[02:03] [Invoice email batch size setting] Invoice email batch size controls how many invoice PDFs
are merged into each email. If a batch would exceed the
email attachment size limit, Steelhead splits it into multiple emails automatically.
[02:16] Save changes and you're set. Try out auto-invoicing and save yourself some time today.
Taxonomy tags
Steelhead product area
Invoicing; Sales Orders; Email
Feature / module
Auto-Invoice; Auto-Send Invoice Email; Invoice Contact; Sales Orders
Workflow category
Billing automation; invoice generation; customer email delivery
Topics covered
automatic invoicing; invoice PDF generation; auto-send email; Ready
to Invoice criteria; Invoicing node; per-customer invoice schedule; Invoice
Contact; PDF bundling; billing permissions
to Invoice criteria; Invoicing node; per-customer invoice schedule; Invoice
Contact; PDF bundling; billing permissions