Email Invoices to Project Stakeholders (Batch Billing)

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

You control the contents of the subject line and message text of the email message to which the invoice files are attached. In addition, you can insert fields in the subject or message. As it generates the email messages, Vision substitutes the corresponding values for any fields that you inserted, so that each email message is tailored for its recipient.

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

  1. From the Vision Navigation menu, click Billing > Batch Billing.
  2. On the Batch Billing form, open the appropriate project.  
  3. On the Main tab, select the Email Invoices check box.
  4. In the To field, specify the primary recipient of the invoice, such as Project Manager.
  5. To insert a field as part of the subject line of the email message, click Insert Field, select one or more fields on the Fields dialog box, and click OK. As it generates the email messages, Vision substitutes the corresponding values for any fields you inserted in the subject line so that each one is tailored for its recipients.
  6. In the CC and BC field, enter valid email addresses for interested parties to copy on the invoice.
  7. Optional. In the Subject field, edit the text of the subject line.
  8. In the File Type field, select the format for the invoice file, such as Microsoft Word Document or Microsoft Excel.
  9. In the Message field, enter a message to accompany the invoice report. You can use the Text Editor to format the message text.
  10. Click Send.