Automate Yardbook invoices without sending duplicates
Generating invoices is only the first step. A dependable workflow must identify only new invoices, respect Yardbook’s batch limit, verify that a batch finished, and handle customers whose only delivery option is text.
Generate the correct billing period
On the configured billing day, LawnBills selects Last Month—or the exact previous-month dates when needed—and leaves Include Active & Completed Jobs unchecked. It checks the billing history before generating anything.
Send only new invoices
The delivery step filters invoices to New status. That prevents already-pending or paid invoices from being selected and sent again.
- Select no more than 100 new invoices
- Start Yardbook’s Batch Email action
- Wait 10 minutes when more new invoices remain
- Reload and verify status before selecting the next group
Use text when email is missing
A customer without an email is not pushed through the bulk email action. LawnBills opens that invoice’s Actions menu, chooses Send to Customer, switches to Send via Text Message, and confirms delivery through Yardbook.
Stop on unexpected behavior
If a button, status, count, or confirmation does not match the expected Yardbook workflow, LawnBills stops instead of guessing. The invoice is placed in review and the owner receives the details.