Summary of Steps:
- From Accounting Home select the Billings tab
- Select the billing record you would like to email
- Click the "Create PDF" button on the billing header
- Preview the PDF
- Add cc email addresses if applicable
- Click "Send Email" to email the billing to the billing contact.
- 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 simply save it as an attachment