Email An Invoice Through Bill4Time

Bill4Time now has even more flexibility to send invoices from Bill4time. The first step in emailing from B4T is reviewing your contact emails, and ensuring all your contacts are listed. Read on for details on configuring these sending options in Bill4Time.

Updating Emails

Contact emails can be auto-populated in the "To" field of your invoice(s), by updating the "Email" field from the Client Details tab or the "Email" field within the Project/Matter Details tab with the recipient email. 

To easily send to multiple recipients, add each email in the "email" field, separated by a semi-colon(;). 

If you have an Email contained in both the Client level and at the Project/Matter level in the "Email" field,   the Project/Matter level will override the Client "Email".

Please note: The "To" field is the only field that allows recipients to be Invited to the Client Portal with the checkbox at the bottom of the screen. The CC and BCC field email recipients are not invited to the Client Portal.

Manually Send Invoices

Invoices can be emailed from two locations, from the invoicing tab () or a finalized invoice details().

When manually emailing invoices, there two options "Email as PDF" or "Email as Link". Choose the option that best suits your needs and streamline your invoicing process effortlessly. See below for more information on each option.

Email as PDF

This option sends the invoice directly to your client as a PDF attachment within the email. Your clients can easily open and view the invoice directly from their email inbox, courtesy of Bill4Time.

Email as Link

Opting for this choice delivers the invoice via email with a link embedded. When your clients click on the link, they are automatically redirected to the client portal, where they can conveniently view the invoice in a secure and user-friendly environment.

Automatically Send Invoices

Enabling "Send Automatic Invoice Notification Emails" in your Payments & Client Portal tab in Settings - will automatically email out your invoices.  Only System Admins with Firm Settings access can adjust or check this setting. 

To review and enable this setting:

1. Click on your name at the top of the screen
2. Click Settings
3. Click on the Payments & Client Portal sub-tab

If you have invited clients to your Client Portal and those contacts have accepted their invite, toggling this setting to on - will automatically send their invoice to them upon invoice finalization.