Invoices can be emailed and/or printed for delivery to customers. Each customer record has a setting for invoice delivery preferences within Menu > Setup > General Settings > Customer Settings.

An invoice PDF is auto-generated upon Invoice creation. A PDF Invoice is also regenerated when an event changes the invoice - e.g. a payment or credit is applied.

Email Invoices

Email a Single Invoice

Steps:

1. Navigate to Menu > Operations > Invoices.
2. Navigate to the desired Invoice and select Email from the Actions Menu.

3. Edit the Email as needed.

4. Click Send.

Note: A link can also be embedded into the Invoice to allow the customer to View and Pay an Invoice Online.

Verify an Invoice was Emailed 

All invoices include a Yes/No status to reflect if they were emailed. 

Auto-Deliver Invoices by Email

You can choose to auto-deliver invoices as soon as they are created by enabling the option while creating a Billing Run. This triggers a new job that will be queued up to deliver invoices by email.

Email Invoices in Bulk based on a Filter Criteria

Steps:

1. Navigate to Menu > Operations > Invoices.
2. Select Email from the Actions Menu.
3. Select the Criteria by applying one or more filters. 
4. Click Send.

Email One or More Invoices in Bulk 

Steps:

1. Navigate to Menu > Operations > Invoices.
2. Use the Checkbox next to each Invoice to send in bulk. 
3. Select Email from the Actions Menu.
4. Click Send.

Email all Invoices in a Billing Run

Steps:

1. Navigate to Menu > Operations > Billing Runs.
2. Use the Checkbox next to each Invoice to send in bulk. 
3. Select Print from the Actions Menu.
4. Click Send.

Invoice PDF Files

Print an Invoice PDF

To print a single invoice, Click Print from the Actions Menu for the specific Invoice. This opens the invoice in PDF format which can be printed or saved locally.

Regenerate an Invoice PDF

Invoices are automatically regenerated when an event like a payment or credit modifies the invoice. However, there may be times when you must regenerate a single invoice that has been edited.

Steps:

1. Navigate to Menu > Operations > Invoices.
2. Navigate to the desired Invoice.
3. Click Regenerate Invoice from the More Menu.

Print Invoices in Bulk based on Filter Criteria

Steps:

1. Navigate to Menu > Operations > Invoices.
2. Select Print from the Actions Menu.
3. Select the Criteria by applying one or more filters. 
4. Click Send to email yourself the PDF file of Invoices to be printed.

Print One or More Invoices in Bulk

Steps:

1. Navigate to Menu > Operations > Invoices.
2. Use the Checkbox next to each Invoice to print in bulk. 
3. Select Print from the Actions Menu.
4. Click Send.

Print all Invoices in a Billing Run

Steps:

1. Navigate to Menu > Operations > Billing Runs.
2. Use the Checkbox next to each Invoice to send in bulk. 
3. Select Print from the Actions Menu.
4. Click Send to email yourself the PDF file of Invoices to be printed.