Open topic with navigation
About emailing a client invoice
With one action, you can email a client invoice directly from the Client Invoice List to the billing contact. You must have Microsoft Outlook 2003 or later, and the client invoice must have the status of Final.
How it works
Ajera takes the following information and uses it to create a Microsoft Outlook email, which you can edit before sending:
If there is no email address for the recipient (billing contact) or employee in Ajera, you can enter the address in the email.
|© 2015 Deltek Inc. All rights reserved.|