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
2:23
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 Begin Auto Email delivers them
to every customer in one automated step.
pulled from Sales Orders, then Begin Auto Email delivers them
to every customer in one automated step.
What this video covers
It introduces Auto-Invoice and auto-emailing as a two-part
automation that eliminates manual invoice creation and delivery.
The walkthrough covers the invoicing dashboard's filters and the
Auto-Invoice dialog, which loads based on those filters and other
account configurations, with prices pulled from Sales Orders.
It also shows how Begin Auto Email bundles all invoices for
each customer into a single email using your configured email
defaults, and covers optional controls for excluding a customer,
scheduling a customer to a specific invoicing day, and PDF
bundling per email.
automation that eliminates manual invoice creation and delivery.
The walkthrough covers the invoicing dashboard's filters and the
Auto-Invoice dialog, which loads based on those filters and other
account configurations, with prices pulled from Sales Orders.
It also shows how Begin Auto Email bundles all invoices for
each customer into a single email using your configured email
defaults, and covers optional controls for excluding a customer,
scheduling a customer to a specific invoicing day, and 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 dialog loads orders based on your selected filters
and configurations, with prices pulled directly from Sales Orders
• Generate invoices only, or Generate and Email in one step
• Begin Auto Email delivers one email per customer with all
invoices attached using configured email defaults
• Results view flags warnings (e.g. a customer missing an invoice
contact) and can be filtered by completed or failed
• Hover-over information icon explains why an item could not be processed
• Auto-send only goes to contacts marked as invoice contact with
a valid email address
• Per-customer options: exclude from auto-invoicing, schedule to a
specific day of the week, and set invoice email batch size
• Batches that exceed the email attachment size limit are
automatically split into multiple emails
and configurations, with prices pulled directly from Sales Orders
• Generate invoices only, or Generate and Email in one step
• Begin Auto Email delivers one email per customer with all
invoices attached using configured email defaults
• Results view flags warnings (e.g. a customer missing an invoice
contact) and can be filtered by completed or failed
• Hover-over information icon explains why an item could not be processed
• Auto-send only goes to contacts marked as invoice contact with
a valid email address
• Per-customer options: exclude from auto-invoicing, schedule to a
specific day of the week, and set invoice email batch size
• Batches that exceed the email attachment size limit are
automatically split into multiple emails
How the demo flows
• Hook: how many invoices did your team send last week
• Invoicing dashboard: filter the invoice list, click Auto-Invoice
• Auto-Invoice dialog: orders loaded from filters/configurations, 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
• Begin Auto Email as a separate step if invoices were generated alone
• Customer configurations: invoice contacts, exclude from
auto-invoicing, invoicing day schedule, email batch size
• Invoicing dashboard: filter the invoice list, click Auto-Invoice
• Auto-Invoice dialog: orders loaded from filters/configurations, 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
• Begin Auto Email as a separate step if invoices were generated alone
• Customer configurations: invoice contacts, exclude from
auto-invoicing, 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.
[opens invoicing dashboard] Open up the invoicing dashboard.
[00:16] [filters invoice list, clicks Auto-Invoice] Here, you can filter your
invoice list, then click Auto-Invoice.
[00:21] This dialog loads based on your selected filters and other
configurations which we'll get to shortly.
[00:25] The prices fill in directly from sales orders, which would be
set before it displays here.
[00:29] You can click through to each sales order or customer as needed.
[00:34] You have the option to just generate invoices, then you would
email separately, or click Generate and Email to do everything at once.
[00:42] Steelhead does the heavy lifting, and your time is freed
up to work on other things.
[00:46] Each customer gets a single email, which includes all their
invoices using any email defaults you have configured.
[00:52] [results view with warnings] Once it runs through, warnings call out anything
that could not be completed.
[00:56] For example, it's unable to send an invoice to a customer without
an invoice contact. Then you can filter the list by completed or failed.
[01:04] Invoices are listed for each customer.
[01:06] [hovers over information icon] And here, if you hover over the information
icon, you can see why these items could not be processed.
[01:11] And that's it. 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.
[01:23] If you created invoices separately from emailing, you can then
come back to this section anytime and click Begin Auto Email.
[01:31] Now let's look at a couple of configurations available.
[01:34] [opens customer record] Opening up a customer here, auto-send only
goes to invoice contacts.
[01:39] So on each customer you'd like to auto-invoice, add at least one
contact marked as invoice with a valid email address.
[01:47] [clicks Edit Customer] Additional options when you click the
Edit Customer button.
[01:51] [exclude-from-auto-invoicing checkbox] Check this box for any
customers you'd like to exclude from auto-invoicing.
[01:56] [auto-invoice day setting] This auto-invoice setting lets you
schedule a customer to a specific day of the week.
[02:00] On other days, their sales orders will not appear in the
auto-invoice list.
[02:04] Leave this blank if you want a customer to run every time.
[02:08] [invoice email batch size setting] Invoice email batch size controls
how many invoice PDFs are merged into each email.
[02:13] If a batch would exceed the email attachment size limit, Steelhead
splits it into multiple emails automatically.
[02:22] 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.
[opens invoicing dashboard] Open up the invoicing dashboard.
[00:16] [filters invoice list, clicks Auto-Invoice] Here, you can filter your
invoice list, then click Auto-Invoice.
[00:21] This dialog loads based on your selected filters and other
configurations which we'll get to shortly.
[00:25] The prices fill in directly from sales orders, which would be
set before it displays here.
[00:29] You can click through to each sales order or customer as needed.
[00:34] You have the option to just generate invoices, then you would
email separately, or click Generate and Email to do everything at once.
[00:42] Steelhead does the heavy lifting, and your time is freed
up to work on other things.
[00:46] Each customer gets a single email, which includes all their
invoices using any email defaults you have configured.
[00:52] [results view with warnings] Once it runs through, warnings call out anything
that could not be completed.
[00:56] For example, it's unable to send an invoice to a customer without
an invoice contact. Then you can filter the list by completed or failed.
[01:04] Invoices are listed for each customer.
[01:06] [hovers over information icon] And here, if you hover over the information
icon, you can see why these items could not be processed.
[01:11] And that's it. 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.
[01:23] If you created invoices separately from emailing, you can then
come back to this section anytime and click Begin Auto Email.
[01:31] Now let's look at a couple of configurations available.
[01:34] [opens customer record] Opening up a customer here, auto-send only
goes to invoice contacts.
[01:39] So on each customer you'd like to auto-invoice, add at least one
contact marked as invoice with a valid email address.
[01:47] [clicks Edit Customer] Additional options when you click the
Edit Customer button.
[01:51] [exclude-from-auto-invoicing checkbox] Check this box for any
customers you'd like to exclude from auto-invoicing.
[01:56] [auto-invoice day setting] This auto-invoice setting lets you
schedule a customer to a specific day of the week.
[02:00] On other days, their sales orders will not appear in the
auto-invoice list.
[02:04] Leave this blank if you want a customer to run every time.
[02:08] [invoice email batch size setting] Invoice email batch size controls
how many invoice PDFs are merged into each email.
[02:13] If a batch would exceed the email attachment size limit, Steelhead
splits it into multiple emails automatically.
[02:22] Try out auto-invoicing and save yourself some time today.
Taxonomy tags
Steelhead product area
Invoicing; Sales Orders; Email
Feature / module
Auto-Invoice; Begin Auto Email; Invoice Contact; Sales Orders
Workflow category
Billing automation; invoice generation; customer email delivery
Topics covered
automatic invoicing; invoice PDF generation; Begin Auto Email; invoicing
dashboard filters; Auto-Invoice dialog; exclude from auto-invoicing;
per-customer invoice schedule; Invoice Contact; PDF bundling
dashboard filters; Auto-Invoice dialog; exclude from auto-invoicing;
per-customer invoice schedule; Invoice Contact; PDF bundling