About Sending Invoices or Reports Through the Allocation Schedule
If you prefer to use email to distribute invoices or invoice reports to billing or account contacts, E-mail Builder allows you to select an Allocation Schedule and prepare all invoices or reports to be sent by email. This group of emails can be prepared in advance, even before the allocation has begun.
E-mail Builder will pull all send dates directly from the Allocation Schedule and include recipient lists based on billing contact information. Once invoices and/or reports are created according to the Allocation Schedule, emails with these attachments will be sent to recipients for each date in the schedule. The emails will be sent within 30 minutes following the creation of the invoices or reports.
The instructions in this section focus only on the specific steps needed to create a scheduled group of emails containing invoices or invoice reports to billing contacts through E-mail Builder. Read more about the complete process for building a sending an email.
Build Email from Allocations Module
Build Email from Administration Module