Emailing Invoices

Bill4Time’s enhanced invoicing feature allows you to email finalized invoices directly to your clients—either one at a time or in bulk—all from within the new invoice grid. Before sending, we recommend reviewing and updating your client and matter contact emails to ensure successful delivery. Below is a guide to help you get started.

Updating Your Emails

To streamline the invoice emailing process:

• Navigate to the Client Details or Matter Details tab.

• Ensure the Email field is populated for each recipient.

• You may enter multiple email addresses separated by a semicolon ; in this field.

• These emails will automatically populate the “To” field when sending invoices, whether individually or in bulk.

Sending Invoices Individually or in Bulk

You can email invoices from Bill4Time in two ways:

Email a Single Invoice

From the Invoice Grid:

1. Locate the finalized invoice you wish to send.

2. Click the envelope icon in the very left column.

3. A dialog box will appear with the recipient email(s), subject line, and message body.

4. Review the information and click Send.

Alternatively, when viewing an individual invoice in detail:

• Click the Email button at the top-right of the screen to open the same email dialog.

Email Multiple Invoices at Once

Option 1: From the New Experience Invoice Grid

1. Filter the invoice grid to “Invoices Only” using the Type filter.

2. Use the checkboxes to select multiple finalized invoices.

3. Click the email icon in the top-right corner of the grid.

4. Each invoice will be sent to its respective recipient(s).

5. You’ll be notified of any invoices that cannot be sent due to missing or invalid email addresses.

Option 2: From the Invoice Batch Grid

1. Go to Invoice Batches.

2. Open a batch and use the checkboxes to select the invoices.

3. Click the email icon in the top right corner of the grid.

⚠️ Note: Only finalized invoices are eligible for emailing. Draft invoices must first be finalized before they can be sent.

Send as PDF OR LINK TO CLIENT PORTAL

When emailing invoices, you can choose how they are delivered:

Email as PDF

• Sends the invoice as a PDF attachment to the recipient.

• Best for clients who prefer to receive invoices directly via email.

Email as Link

• Sends the invoice as a link to the Bill4Time Client Portal.

• Clients can view and download the invoice securely online.

• Useful for firms that encourage use of the portal for billing and payments.

You can choose this option when composing your email from the dialog box by selecting either Email as PDF or Email as Link.

TROUBLESHOOTING

If you're unable to send invoices:

• Ensure the invoice is finalized.

• Confirm that the recipient’s email address is populated and formatted correctly.

• For bulk sends, any invoices without a valid recipient will be skipped and you’ll be notified.