Emailing an Invoice

If the client being invoiced has selected to receive their invoices via email, you can email the invoice to the client. The invoice is sent as a PDF attachment to the email. The email content is set up in your user options. See Setting Your Billing User Options for more information.

Important: The From email address in your firm’s billing setup is used as the sending address. Your firm must define a default From email address before the invoice can be sent or marked final. See Setting Billing Options for the Firm for more information.

To email an invoice to a client, do the following:

1. Open the Invoices list.

Note: You can also access invoices from the Clients or Projects list.

1. Open Dashboard, click Application Links on the navigation panel, and then click Bill WIP under Billing & Invoicing.
2. Click either the Clients or Projects tab.
3. Click  next to a client or project to display the invoices for that client or project.
2. Do one of the following:
   • Print or reprint a single final invoice. Click Actions > Print >  Print final or Actions > Print >  Reprint final invoice next to the invoice you want to print final.
   • Print or reprint a batch of final invoices. Select the check boxes next to the invoices you want to print, and then click either Batch Actions > Print final or Batch Actions > Reprint final invoice.
3. Enter a date for the invoice, if needed.
4. Select Email a PDF copy.
5. Enter the email addresses for the client separated by a semi-colon (;).
6. If you are required to retain a printed version of the invoice for each recipient, select Print a copy for all email recipients.
7. If needed, you can select additional destinations as well.

Component	Description
Print a paper copy	Select this option to print to a printer you have previously configured for use with your computer.
Send a PDF copy to Document	This option is available if Document is licensed and the option is selected on the client's Practice > Billing Options > Invoice and Statement Address section. See Setting Up Client Billing Options for more information. See Setting Up Invoice Mapping Options for for information on setting up mapping. Note: If you reprint a final invoice, you will be notified that there is a duplicate document in Document. You have the option to overwrite, rename, or delete the existing final invoice stored in Document

8. Click OK. The invoice is emailed.
9. If you selected to send the invoice to a printer, complete the print settings for your printer, and click Print.
10. If you selected to also send the invoice to Document:
    1. Log in to review the information on the Add Files window.
    2. Select the invoice or invoices in the grid at the bottom of the window.
    3. Select the storage information and file properties.
    4. Click Apply to selected.
    5. Click Upload Selected Files for Document.