Articles in this section

Email a Billing

  • Updated
Follow
Overview 

You can manually email a Billing to your customers and include additional email addresses on the email. An activity record of the email will be logged on the Billing header record. 

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


Email a 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 the Billing record you would like to send by email.
  4. Click Create PDF on the Billing header.
  5. Preview the PDF.
  6. Enter any CC Addresses, if necessary.
    Note: For Salesforce Lightning, email addresses will auto-populate based upon the relationships that have been added as Related Contacts on the Account. For Salesforce Classic, this will auto-populate based upon the Contact Roles related to this Account.
  7. Click Send Email to email the billing to the billing contact.

Notes:

  • An activity record of the email will be logged on the billing header record.
  • A copy of the billing will automatically be saved on the billing.
  • The PDF Email Status field on the billing will be updated from a value of Unsent to Sent.
  • Instead of emailing the billing you can elect to save it as an attachment.
  • When a PDF file is saved or emailed, the filename saved under Files or Notes & Attachments or emailed to a customer displays the Customer Name and Date on customer statements in the following format:
      • Activity Statement: Customer Name_Activity_Statement_Date.pdf
      • Outstanding Statement: Customer Name_Outstanding_Statement_Date.pdf
  • The Billing PDF filename displays the Customer Name, Billing Number (or Proprietary Billing Number, if entered), and Current Date/Time in the following format:
      • Billing Invoice: Customer Name_Inv#_Billing Number_Current Date Time.pdf
  • The PDF filename is limited to 255 characters. If the limit is exceeded, the filename will be truncated.
  • 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.

Return to top

____________________

SPRING '23 RELEASE ICON.png

Spring '24 Release

Release Notes and Schedule

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

Related articles

Comments

3 comments

Date Votes
  • richa

    HI Team,

    With the new release, when we hit create PDF,

    The body of the email lists the email contact name instead of the customer account name. Can this be changed to list the customer account name?
     
     
     
     
    0
    Comment actions Permalink
  • Patrick Wallen

    Richa,

    Yes. You can edit email templates. You can also clone and create your own. If you create your own, you'll want to make certain you link the new template with the appropriate pdf.

    Here's a Knowledge Base article that may be of use -- Customize PDF Email Templates

    0
    Comment actions Permalink
  • richa

    thanks, I thought we already have this customized but Its not. thanks

    0
    Comment actions Permalink

Please sign in to leave a comment.