Email Invoices to all Customers of a Billing Run

Ordway enables mass emailing of Invoices in a Billing Run to Customers to save time instead of emailing the Invoices individually.

Note: Customers not using Email as their delivery preference are excluded from this email. 

Preconditions:

1. Within the Customer Account, an email address must be present within the Bill To field of the contact information.
2. Billing Run must have been successfully completed and Posted.
3. The Invoice Creation Email must be enabled in Menu > Setup > Managed Templates.

4. When Deliver Invoices by Email is set to false, clicking the Email option from the Billing Run level will send emails for the respective invoices.
   
   

Steps:

1. Navigate to Menu > Operations > Billing Runs.
2. Click Email from the More menu for the desired Billing Run.

3. Verify the applicable Invoice criteria and apply additional filters as needed. 

5. Click Send.