About Sending Invoices or Reports for a Single Date
E-mail Builder allows you to distribute invoices or invoice reports for a single date to billing or account contacts.
Once an invoice date has been selected and an invoice report has been attached, E-mail Builder will include each invoice in an email that will be sent to the corresponding billing contact listed for each account.
If you would prefer to schedule all emails containing invoices or reports in advance without having to set up individual emails for each date, you can utilize E-mail Builder in conjunction with the Allocation Schedule.
The instructions in this section focus only on the specific steps needed to attach and send invoices in E-mail Builder. Read more about the complete process for building a sending an email.
Select Recipients for Invoices
Include Invoices as an Attachment