Invoices can be sent as PDF attachments in an email to chosen billing contacts. This action can be performed on an individual basis or in bulk. If your Org has Payments by Filevine, the email can also include a payment link.
Requirements
The following steps must be completed before you can send an invoice via email.
First, add a reply-to email address and customize the content of your billing-related emails. Invoice emails are sent from notifications@filevine.com. These emails must include a reply-to email address, which can be added in the Email subsection of the Billing Setup Advanced tool. Invoice emails cannot be sent without a reply-to email on file.
Tip
The Billing Setup Advanced tool also allows you to edit the messaging included in these emails and preview their appearance. To learn more, read the Billing Setup: Email article.
Next, make sure the desired billing contact(s) for the project—along with their email(s)—have been added in the project-level billing settings. By default, invoice emails are sent to the project contact email, but you can add up to five additional contacts to receive billing emails. Invoice emails cannot be sent unless at least one billing contact has an email on file.
Last, the invoice must be finalized. Only invoices in the Final, Paid, or Partially Paid status can be sent via email.
Email Invoice
To email an individual invoice, either go to the Summary tab of the project’s Billing section, or go to the Invoices tab of the Billing Advanced tool. Find and select the desired invoice to open the invoice drawer.
In the menu along the top, click Send, and then select Send By Email from the dropdown.
To receive a copy of the email sent to the client, select Include me on email in the modal that appears. Click Send.
The project’s billing contact(s) will receive an email with the invoice PDF attached. The invoice status will change to Sent.
Email in Bulk
Click Main Menu > Advanced > Billing to navigate to the Billing Advanced tool, and then select the Invoices tab. Select the finalized invoices you’d like to email.
Click the paper airplane icon or the vertical ellipsis and select Email Invoice from the dropdown.
In the modal that appears, you can review and confirm the selected invoices before sending. If some of the selected invoices cannot be queued for sending, the modal will list the numbers and reasons why. To receive a copy of the emails sent, select Include me on email.
Click Send. The invoices will be sent to the chosen billing contacts and marked as sent.
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