For many years, BillQuick has offered the option to email draft and final invoices to clients, client managers, project managers and others. In 2008 this was enhanced to allow you to send multiple invoices to multiple clients or managers via automatically addressed emails. BillQuick also creates and attaches the PDF of the invoices going to each addressee. In the email compose window, you can have predefined standard text, write a quick note, or insert standard text using an Auto Complete shorthand code.
How does this work?
Let’s say you want to send draft project invoices to the project managers who are in a different city or spend a lot of time in the field.
1. On the Invoice Review screen, mark the Draft Invoice checkbox to filter the invoice list to display draft invoices only. Click the Refresh button.
2. Select all of the draft invoices. You can do this with your mouse or you can choose Select All from the Select drop-down button.
3. Click the Email drop-down button and select Project Manager.
4. BillQuick displays an Email Compose window for each project manager. You can accept the predefined body text, add or edit text, or insert additional standard text (using an AutoComplete shorthand code). Spell checking and formatting options are available.
5. Click the Send button.
BillQuick uses your email client to send the emails. Optionally, you can configure BillQuick to use SMTP and send these emails from your network server.