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Send Billing

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This feature allows you to send the selected invoices simultaneously to the client via email


Steps to Use Send Billing:

  •  Navigate: Access the Revenue Management App.
  •  Open List View: Click on the “Billing” tab to display the list of invoices.
  •  Select Invoices: Choose the invoices you want to send to the client via email by checking the corresponding boxes.
  •  Initiate Send Email: Click the “Send Billing” button.

Send Billing Screen:

  •  This screen displays all the invoices you’ve selected for bulk emailing.
  • Each invoice displays the following information:
    •  Billing Details: Essential invoice information for reference.
    •  Balance: The outstanding amount owed by the client.
    • Billing Contact:
      •  Green Text: Indicates a linked billing contact at the party level.
      •  Red Text: Indicates no linked contact or a need to enter an email address manually.
  •  Manual Email Entry: For invoices with missing contacts, you can directly enter the recipient’s email address in the designated field.

 Comma Separation: Separate multiple email addresses using commas (,) for group emailing.

Benefits of Bulk Emailing:

  •  Saves time by sending emails to multiple clients simultaneously.
  •  Improves communication efficiency with your clients.

Important Note:

  •  Ensure you have the correct email addresses before sending bulk emails.

Next Steps:

Once you’ve reviewed the selected billings and entered any missing email addresses, proceed to compose your email using the provided functionality. The system will automatically address the email to the identified contacts associated with the chosen invoices.

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