Emailing Invoices Across All Matters


  • Navigate to Activities
  • Select the Invoices Tab
  • Action > Email Invoice(s) (Here all invoices will be listed)

 

  • Select the ones you wish to email
  • Ensure email addresses are completed in the right column. (If you add or change email here, it will update clients contact information)
  • If email is not provided, upon clicking "Email" you will receive an error message to enter an address in order to send. 
  • When Ready, click Email

 

  • Review the provided template (this template can be edited under Setup > Settings > Email Templates > Email Invoice)
  • When Ready click Send

Invoices are each sent as an attachment to the provided template to the email addresses provided on the previous screen.

Note: 
A copy of the email will automatically be sent to the Firm's Email Address.


Emailing Invoice(s) for a Single Matter:


  • On the main matter page, locate your matter.
  • Highlight the requested matter and click "Details" at the top, or double click that matter.
  • Click on Invoice Tab
  • Click Action > Email Invoice(s) (Here all invoices for this matter will be listed)
  • From here follow the same steps as listed above