Summary of Steps:
  1. From Accounting Home select the Billings tab
  2. Select the billing record you would like to email
  3. Click the "Create PDF" button on the billing header
  4. Preview the PDF
  5. Add cc email addresses if applicable
  6. Click "Send Email" to email the billing to the billing contact.

Please Note:

  • An activity record of the email will be logged on the billing header record
  • A copy of the billing will automatically be saved on the billing
  • The "PDF Email Status" field on the billing will be updated from a value of "Unsent" to "Sent"
  • Instead of emailing the billing you can elect to simply save it as an attachment
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