Overview 

You can manually email multiple Billings in one batch process and receive a summary email showing the total number of emails that were sent. Up to 200 Billings can be selected at one time. 

Note: If you have the Automated Email Billing job created in the Automated Jobs, the system will automatically send email Billings to your customers. 

Send a Mass Email Billing

1. Navigate to Accounting Home and click the Create Entries tab. Then, under the Revenues menu, click Billings.
2. Select a list view (other than the Recently Viewed list view).
3. Select all the Billings you want to send out.
4. Click Create Billing PDFs.
   Note: A Preview listing of all the Billings that you want to send displays with Billing Contact and Email Address. A warning message displays if the Billing Contact or Email Address is not populated on the Billing.
   
5. To email Billings, click Email PDFs. Otherwise, click Save PDFs to save the Billing PDF files.
   Note: The PDF Email Status in the Billing will be updated to Sent. You will receive a summary email with the Billing Email results.

Notes:

• You can create a list view in billings with a filter of 'PDF Email Status' not equal to 'Sent' to see all the Billings that have not been emailed.
• When the Large Data Optimizer (LDO) feature is enabled, if you have a Billing PDF file with more than 10,000 lines, a message will display that prevents the PDF creation. For more information about Billing PDF files when using the Large Data Optimizer feature, refer to the Large Data Optimizer article.

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Spring '24 Release

Release Notes and Schedule

• The Large Data Optimizer feature is available. For more information, refer to the Large Data Optimizer article.