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Recognize invoice boundaries
Extract customer, invoice, date, and page details with a reusable PDF template.
NickFlow solutions
Bulk invoice emails, with a review step built in.
A batch of invoices can require dozens or hundreds of customer-specific emails. NickFlow is designed to assemble invoice pages, prepare attachments, and let your team review the recipient and message before delivery.
Workflow details
What your team can do
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Prepare customer-specific email
Support To and CC fields, multiple addresses, customizable subject and message, and one-invoice-per-attachment preferences.
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Check before sending
Review the prepared outbox and exceptions so incorrect recipients or missing pages can be caught before the batch is completed.
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Use customer data when needed
Read email fields from the PDF or use SQL customer records where recipients are maintained centrally.
Related workflows
One batch, connected delivery paths.
Explore bulk invoice email, OMR invoice mailing, and multi-page PDF splitting. NickFlow is a desktop application in active development; confirm deployment readiness for your environment.
See the actual NickFlow workspace
Explore the updated desktop screens, including document email, mailing, PDF tools, customer management, history, and access controls.
Recent email workflow updatesPersonal defaults Recipient sources Current providers
Keep the wording and recipients under control.
Recent NickFlow development builds improve how email defaults and recipient sources are applied before the batch review.
Company or personal messaging
Choose shared company subject/body defaults or the signed-in user’s personal template for prepared emails.
Multiple CC sources together
Merge selected SQL/POS, customer-database, PDF-zone, and fixed CC addresses, removing duplicates and addresses already in To.
Microsoft 365 and draft files
The current administrator setup supports Microsoft Graph and EML draft-file output. Custom SMTP and Google Workspace/Gmail are coming soon.