Customizing Billing > Special Firm Settings > E-mailing Bills

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 E-mailing Bills

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To customize the e-mailing of Bills for the firm:

1. Choose Office > Firm Settings on the navigation pane and select Emailing Bills under the Billing Heading.
   
   

2. These setting affect whether and how Bills are e-mailed by default if:

   1. Multiple Bills are posted together, regardless of whether or not the Firm Member has E-mail Integration enabled.

   2. A single Bill is posted by a Firm Member does not have E-mail Integration enabled.

3. (If a single Bill is posted by a Firm Member who has E-mail Integration enabled, the optional e-mail they can choose to create will have no default address, subject, or body.)

4. Set options for the firm;

   1. When Bills are posted and e-mailed, save the Bill e-mails to Outlook's Draft folder or send them immediately.

   2. When Bills are posted and e-mailed, print them by default.

5. In new Files, set the Bill e-mailing feature by default.

6. Select an E-mail Cover Sheet Template, or use a simple e-mail format with the subject and body specified below.

7. If defining a simple e-mail format, you can include any of the following fields in your text:
   
   <<Primary Attention Line>>
   <<Invoice #>>
   <<Law Firm Name>>

Team Member requirement

Outlook must be installed on the Workstation.

Related Topics

• Customizing Billing

• Enhanced Firm Settings