Send Invoices Manually by Email

Use the following steps to select one or multiple invoices to send in a single email message.

1. Click Invoices. The Invoices page opens.
2. Use Quick Clicks, Work Lists, or Advanced Search to search for and filter data.
3. Select the checkbox to the left of one or more invoices.

   Tip: Select the checkbox in the column header to select all invoices in the list.

4. Click the icon. A Send Email dialog box opens.

   

5. Select a column option.

   Options are:

   • Only checked columns in the table: Select this button to include only those columns that you have selected from the Column select list (click the icon on the right side of the table heading)
   • All columns in the table (including hidden): Select this button to include all columns, including those that are hidden from view in the application

   Note: You will see a "Send email is per your current number of rows per page" message when you select all records.

6. Click Send. A second Send Email dialog box opens.

   Note: You will see the "You have selected <number> records to email" statement when you select all records.

   

7. Leave the Subject line as it's or edit as needed.
8. Type an email address in the Mail To field. Separate multiple addresses with commas.

9. Type a recipient’s email address in the Copy To field (optional).

10. Select the Copy me on this e-mail checkbox to receive this message in your own email inbox (optional).
11. Type a comment in the Add a comment field (optional). This comment will be included at the top of the email message.
12. Click Send. The application sends an email message to the recipients and includes the invoice information in the body of the message.