Email a Billing List

You can share an electronic copy of any list report as an attachment to an email message.

To send a Billing List as an attachment to an email message, complete the following steps:

1. Open the appropriate Billing Group or Rate Table form. For example, to download the Billing Group List, click Billing > Billing Groups from the Vision Navigation menu.
2. Complete one of the following actions:
   • To print one group or table, select a billing group or table, then click Print > Print Current > <Billing Group or Table>.
   • To print all open billing groups or rate tables, click Print > Print Active Group.
   • To select several groups or tables to print, click Print > Select <Billing Group or Table> > to Print and select the groups or tables to print.
3. Click Email Report at the top of the report.
4. In the To field on the Email Report dialog box, enter the email addresses of the people to receive the email message.
5. In the CC and/or BCC field, enter one or more email addresses.
6. Edit the Subject.
7. In the Message box, enter a message to accompany the report.
8. Click Send.