Sending invoices and statements as e-mail attachments

Alerts and notices

Check out the trending topics below or search for an answer.

Getting started
Contact us
Leave feedback

Internal Employees: Submit feedback using the new SharePoint request form

Please rate this topic.

Excellent    Good    Average    Poor

Did you find the information you need?

Yes    No

Name (optional):

Leave this blank:

Please tell us how we can make this topic more helpful.


Characters left:

Use the Invoice E-mail Message or Statement E-mail Message dialog to compose a message for clients when you send them an invoice or statement as an e-mail attachment.

To access the Invoice (or Statement) E-mail Message dialog, choose Setup > Firm > Billing and A/R tab, and click the More More button button labeled Invoice e-mail message or Statement e-mail message.

This e-mail text is sent to clients whenever invoices or statements are printed with the Output to e-mail checkbox marked in the Print dialog.

You can edit the default subject line and message text. Text in brackets is pulled in dynamically using information from the firm, invoice or statement, and the client’s specified contact information.

In addition to the variables shown in the default templates, the following variables are also available for use in the subject or body of email messages.

[Client Salutation]
[Client Name]
[Client ID]

[Client Manager]
[Client Manager Email]
[Client Manager Phone]

[Client Partner]
[Client Partner Email]
[Client Partner Phone]

[Client Associate]
[Client Associate Email]
[Client Associate Phone]

[Client Office]
[Client Office Email]
[Client Office Phone]

[Firm Phone]

Use the toolbar to format your message by changing the alignment, adding bullets and numbering, changing the text and background color of the message. You can also insert a hyperlink.

Share This