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Email a Billing

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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, the system will automatically send email Billings to your customers. 


Email a Billing

  1. Navigate to Accounting Home and under Cash In, select Billings (Customer Invoices).
  2. Select the billing record you would like to send by email.
  3. Click the Create PDF button on the billing header.
  4. Preview the PDF.
  5. 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.
  6. 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 and Billing Number (or Proprietary Billing Number, if entered) in the following format:
      • Billing Invoice: Customer Name_Inv#_pdf

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Release Notes and Schedule

  • The Automated Email Billing job is available with the Iris release for automatically sending emails to your customers. 
  • With the Iris release, there is a new naming convention for PDF files that are saved or emailed on customer statements. Similarly, there is a new naming convention for the Billing PDF filename. 
  • Leverage Salesforce’s “Contacts to Multiple Accounts” feature so that users can set up Contacts to be automatically copied when emails are sent in the Lightning UI.

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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?
     
     
     
     
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  • 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

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  • richa

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

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