Emailing Invoices

Invoices can be sent as PDF attachments in an email to the project contact. This action can be performed on an individual basis or in bulk. If your Org has Payments by Filevine enabled, the email will also include a payment link. 

• Email Requirements
• How to Email Invoices
• What Does the Email Look Like?

Email Requirements

To send an invoice as an email, the following requirements must be met:

• the Org must have a reply-to email
• the project contact must have an email address
• the invoice must be finalized, paid, or partially paid

Invoice emails are sent from the notifications@filevine.com email address. The emails must include a reply-to email address, which can be added in Main Menu > Advanced > Billing Setup > Invoices > Email. If a reply-to email address is not added, you will not be able to email invoices. 

Invoice emails are always sent to the project contact email address. If the project contact does not have an email address, the invoice cannot be sent. 

Invoices must be finalized before they can be sent. Once they have been finalized, they can be sent if they have been partially paid or paid.

How to Email Invoices

Open the invoice you’d like to email. Invoices must be marked as finalized, paid, or partially paid to be emailed. 

In the opened invoice modal, click the vertical ellipsis menu, and select Send by Email from the dropdown. You will be asked to confirm. Click Send. 

An email will be sent to the project contact, with the invoice attached as a PDF. If Payments by Filevine is enabled, the email will also contain a payment link. The invoice will be marked as sent in Filevine. 

Email in Bulk

Click Main Menu > Advanced > Billing to navigate to the Billing Advanced tool, and then click on the Invoices tab. Select the invoices you’d like to email. Just as with single invoice emails, invoices must be finalized before they can be sent by email. 

Click the paper airplane icon or the vertical ellipsis and select Email Invoice from the dropdown. 

You will be asked to confirm sending in a modal. If not all of the selected invoices can be queued for sending, the modal will list the numbers and reasons why. 

Click Send. The invoices will be sent to the project contact and marked as sent. 

What Does the Email Look Like? 

The email is sent to the main project contact. The email will be sent from notifications@filevine.com, but all replies will be directed to the Org’s reply-to email address. 

The email’s subject line is the project name followed by the invoice number. The email body includes the Filevine Org, the recipient’s name, and a brief explanation. If Payments by Filevine is enabled, the email body also includes a link the recipient can use to pay the invoice. 

The invoice is attached as a PDF.