Email Invoices to Project Stakeholders (Interactive Billing)

You can send invoices as email attachments on messages to project stakeholders.

To send invoices as email attachments from Interactive Billing, complete the following steps:

1. From the Vision Navigation menu, click Billing > Interactive Billing.
2. On the Interactive Billing form, open the project.  
3. On the toolbar, click Invoice > Preview.
4. Click Email Report.
5. Complete fields on the Email Report dialog box:
   1. In the To field, enter a valid email address for the primary recipient of the invoice.
   2. In the CC field, enter valid email addresses for interested parties to copy on the invoice.
   3. Optional. In the BCC field, enter valid email addresses for interested parties to blind copy on the invoice.
   4. In the Subject field, edit the default text for the subject line.
   5. In the File Type field, select the format for the invoice file, such as Microsoft Word Document or Microsoft Excel.
   6. In the Message field, enter a message to accompany the invoice report. You can use the Text Editor to format the message text.
6. Click Send.