The Send Billing feature allows users to send the selected invoices simultaneously to the client via email.
1. ### Step 1:
- Log In
- Access LawAccounting/CaseQube using your secured credentials.
- Navigate to Revenue Management App
- Using the App launcher (nine-dot icon), open the Revenue Management App
- Open the Billing List view
- Click the Billing tab to display the list of invoices.
- Select the invoices you want to send by checking the corresponding boxes next to each billing record.
- Initiate Sending the Bill
- Click the Send Billing button to begin the email process.
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2. ### Step 2: Review Selected Invoices and View as a PDF
- The Send Billing screen displays all selected invoices and provides key details for each, including: Billing Name, Billing date, Customer, Balance, PDF Email Status
- Click the preview icon to view PDF
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3. Step 3: Format Email To Client(s) and Send
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Click Choose Format.
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Enter the client’s Email Address if it is not already populated.
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The Email Subject and Email Body will automatically populate with default information.
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Edit the subject or body text as needed.
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When finished, click Save.
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After reviewing all details and confirming email addresses, send the invoices to the selected clients by clicking Send Email.
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