Email Invoice Dialog Box

Use this dialog box in Interactive Billing or Draft Invoice Approvals to send an invoice or credit memo as a .PDF file attachment along with an email message.

You specify the email recipients, subject, and message on this dialog box.

If the billing terms for the project have the Print Backup Report option, or one of the Print Supporting Documents options, selected on the Billing Backup tab in Hubs > Projects > Billing Terms, the .PDF file includes the invoice, the Backup report, and any supporting documents.