If you want to edit the subject or body of the email before you send it, see Editing invoice and statement e-mails.

There will be one email message for each invoice. It will be addressed to the primary email address of the Billing Contact for the client. If you want the invoice to be sent to one or more additional contacts for the client, enter the additional email addresses in the Additional E-mail addresses field on the Billing and A/R tab in Setup > Clients.

To send the email:

1. Choose File > Print Invoices & Statements and click the Invoices tab. You can also print invoices from Actions > Billing on the Review tab.
2. Select the invoices you want to send by marking the checkbox next to each one. To select all invoices, right-click and choose Select All.
3. Click the Print Selected button. The Print dialog will appear.
4. Mark Output to e-mail and any other desired print destinations.
5. Select the format for the attached invoice.
6. You can send the messages to the Outlook Drafts folder so you can review them before sending by marking the Save e-mails to Drafts folder (do not send) checkbox.
7. Click OK.

If you want to edit the subject or body of the email before you send it, see Editing invoice and statement e-mails.

Practice CS will create an email message for each statement you selected. The message will be addressed to the primary email address of the Billing Contact for the client. If you want the invoice to be sent to one or more additional contacts for the client, enter the additional email addresses in the Additional E-mail addresses field on the Billing and A/R tab in Setup > Clients.

To send the email:

1. Choose File > Print Invoices & Statements > Statements tab.
2. Select the statements you want to send by email. To select all statements, right-click and choose Select All.
3. Click the Print Selected button. See the image of the Print dialog under E-mailing Invoices above.
4. Mark Output to e-mail and any other desired print destinations.
5. Select the format for the attached statements.
6. You can send the message(s) to the Outlook Drafts folder if you want to examine the messages before sending by marking the Save e-mails to Drafts folder (do not send) checkbox.
7. Click OK.

1. Choose File > Print Reports.
2. Select the report(s) you want to send via email.
3. Set the options for each report as needed.
4. Click the Print Selected button. The Print dialog appears.
5. Mark Output to e-mail and any other desired print destinations.
6. Select the format for the attached report(s).
7. Enter the email address(es) of the recipient(s) of the message. You may enter as many recipients as you need.
8. You can send the messages to the Outlook Drafts folder so you can review or edit them before they are sent by marking the Save e-mails to Drafts folder (do not send) checkbox.
9. Click OK. Practice CS will create an email message for each recipient with each report attached as a separate file.

1. Choose File > Print Labels & Letters.
2. Select the letter you want to e-mail.
3. Click the Print Selected button. The Print dialog appears.
4. Mark Output to e-mail and any other desired print destinations.
5. Select the format for the attached letter.
6. You can send messages to the Outlook Drafts folder so you can examine them before they are sent by marking the Save e-mails to Drafts folder (do not send) checkbox.
7. If the letter you are sending was created as type Firm, enter the email address(es) of the recipient(s) to whom the letter will be sent in the Label & Firm Letter Recipients field. If the letter is of type client, contact, staff, or office, Practice CS will create an email message for each client, contact, staff member or office you included in your selection criteria when you generated the letter, with the letter attached.

   An example is shown below.

   Neither the subject nor the content of the message can be modified in Practice CS. The only way to edit this content would be to use the option to "Save e-mail to Drafts folder", and then edit the draft message in Outlook before sending.

   You must enter an email address in the Label & Firm Letter Recipients: field even if the letter type is not Firm. This address can be any email address, including your own. The letter will not be sent to this email address.