Email Bill Delivery

The method of Bill Delivery can be controlled through the Bill Delivery Tab found on each Client and Matter record.

You can choose to have Invoices delivered in any of 3 ways: 

1.  a printed copy of the Invoice
2.  an email with a PDF copy of the Invoice
3.  an EDI bill (electronic data interchange file available to upload to website or billing service)

 (You may choose to use one, all or a combination of the above)

You will use the Bill Delivery Tab, and the Email Bill Delivery Screen to control if an email invoice attachment is sent. 

1. We strongly recommend you test Email Bill Delivery on one or two small Clients/Matters until the firm is comfortable using the feature.
2. There must be at least one email assigned and one email template assigned to a Client or Matter prior to being able to use the Email Bill Delivery features for that Client or Matter.
3. To send out one PDF file that includes all the invoices on a particular Client, you must add the email addresses of contacts on the Bill Delivery tab under the Email field on the Client record.
4. If there are email addresses set up at the Matter level, the system will allow you to send out one PDF file that contains the current invoice for that particular Matter. Note that if an email is set up at the Matter level on the Bill Delivery Tab, it will create an email attachment with one PDF file and be in addition to the one that is set up at the Client level.
5. If you want to send out separate PDF files for each Client-Matter invoice, you will need to set up the email addresses on the Matter records.
6. Generate/print invoices as you normally do. The invoices must be posted in order to then send via the Email Bill Delivery Manager. Once the invoices are posted, you should see the emails available with the appropriate invoice PDF attachment on the Email Bill Delivery Screen.

For the full article with illustrations please see below:

Email_Bill_Delivery.pdf