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Emailing Billing Documents

You can send a billing document by email if one contact associated with the account to which the billing document relates contains a valid email address and the Billing Contact checkbox is selected on that contact. For more information, see Setting up Document Email.

Note:

You can only email Draft and Complete billing documents. You cannot email a Discarded billing document.

To email a billing document using the enhanced Billing Document Detail page:

Click Email on the detail page of the billing document you want to send.
Select the recipient of the email.
Click Send.

Salesforce

To email a billing document using the Salesforce Billing Document Detail page:

Click Email PDF on the detail page of the billing document you want to send.
[Optional] To preview the billing document before sending it, click Preview Billing Document.
Click Email Billing Document.

Notes:

You can send a billing document to only one billing contact. If the account to which the billing address belongs contains more than one contact record with the Billing Contact checkbox selected, you are prompted to select the contact to send the email to.

If the billing document is not complete, a draft watermark is added to the document to indicate that the billing document is in a draft state.

Related Tasks

Setting up Document Email

Reference

Contact Fields

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