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1. Go to Maintenance > Customers.

2. Double-click on a customer you would like to invoice.

3. Click on the Accounting tab.

4. Under Billing Contact, enter the E-mail address where invoices should be sent.

5. Check the box in front of Email invoice detail format and choose the format.

   • Data spreadsheet will attach a spreadsheet containing the invoice information.

   • Use print format will attach a .pdf version of the invoice selected in the Print invoice detail format field.

   • Use custom invoice export (available only if you have custom formats on your system) allows you to choose from a list of export options to attach. 

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Email Invoices on The Batch Level

1. Go to Action > Invoices > Invoice Center.

2. Expand the Batches section by clicking on the + sign in front of "Batches".

3. Right-click on the billing cycle/invoice batch you would like to email.

4. Select Email Invoice(s).

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Email a Single Invoice

From the Customer Record

1. Go to Maintenance > Customers.

2. Double-click on a customer you would like to invoice.

3. Click on the Invoices tab.

4. Right-click on the invoice you would like to email.

5. Select Email Invoice.

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From the Invoice Center

1. Go to Action > Invoices > Invoice Center.

2. Expand the Single Invoices section by clicking on the + sign in front of "Single Invoices".

3. Right-click on the invoice you'd like to email.

4. Select Email Invoice(s).

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