Email Bill Delivery Client Level - Sending Emails for First Time

Once you input the email into the Client record on the Bill Delivery Tab and check the email bill delivery check box, the system will start generating Email Bill Delivery records.  These records are created each time you print an actual Invoice and post it. When you post the Invoice, the status of the Email Bill Delivery record will change from Printed to Ready to Be Sent. If you are set up for Client level Email Bill Delivery, every time you print and post an Invoice on that Client it will add that Invoice to the email record pdf that is going to be sent.

If you do not send out the email, it will sit there on your Email Bill Delivery screen and accumulate Invoices to be sent. These email records may be deleted if you decide it is not necessary to send them. Once deleted, the email record is removed and cannot be regenerated without unposting, voiding, and reprinting the Invoices. Note that you may still send out email invoice pdfs from the AR Ledger Screen in Matter Status at any point.

If you delay sending out your email records after you set up the Client for Email Bill Delivery, you may have more Invoices in your attachment than you want.  There is no system function for removing an invoice from the email attachment record if you are set up on the Bill Delivery Screen for email Client level billing.

The only way to separate out Invoices for Client level Email Bill Delivery is to print and post those separately first and then go ahead and SEND your email bill by checking the send check box. Do your other Invoices if needed and delete the email record that is generated -  if that is needed.