EMailing Invoice PDFs

Once you've created an Invoice PDF for each of your invoices, you can ask BigTime to email out those PDF documents to your customers for billing.

EMailing a Single Invoice

1. Open the Invoice. You can get to an invoice from the Tools... Invoices, Print/Post screen, from the Management... Review Invoices screen or from your project's dashboard (the Budget/Hours... Invoice History screen). However you decide to find the invoice you'd like to print, click on it to pop up its editor window.
2. Click the EMail Invoice Link in the information box on that page. Note that you won't see that link if you haven't created an Invoice PDF document yet.

EMailing a Batch of Invoices

1. Goto the Invoices... Print/Post Finals page. You'll see a list of all the invoices you've created for the current invoicing period. You can sort/group that list, or you can select a prior period using the controls at the top of the page.
2. Check off the invoices you'd like to email. Note that you will not be able to email invoices that you haven't created an invoice PDF document for.
3. Click the EMAIL button at the top of the screen.

Once you click EMail (either for a single invoice or for a set of them), you'll see a screen similar to the one shown here. The default email subject/body will be filled in automatically.

Just check off the individuals that you'd like to send (cc or bcc) the invoice to, edit the email message as required, and click the GO button.

BigTime will send out the email message using the same engine it uses to send other emails in the system. It's important to make sure that your firm has a way of spotting any emails that aren't delivered (or blocked by the user's spam filter), since BigTime doesn't monitor the email box it sends messages from.

Invoices can be cc'ed or bcc'ed to any member of the project team, the customer's billing/primary contact(s), anyone marked as a "lead" on the project team, you, or up to three additional "hard-coded" email addresses. BigTime will save whatever settings you choose here, so you can use them again next time you email an invoice.