Setting Default To, CC, and BCC Emails for Invoice Delivery

The Invoice Presets Emailing feature in Bill4Time allows you to set default To, CC, and BCC email addresses at both the Client and Matter levels. These preset email addresses automatically populate when emailing invoices individually or in bulk, helping ensure invoices are sent to the right recipients every time.

Accessing Invoice Presets

1. Go to the Client or Matter Profile

   • Select Clients and open the desired client record.

   • To set presets for a specific matter, open the Matter from within the client record.

2. Open the Invoice Presets Tab

   • Select the Invoice Presets sub-tab within the Client or Matter profile.

   • Here you can manage default invoice settings, including recipients, templates, and invoice terms.

Setting Default Email Recipients

In the Invoice Presets section, you’ll now see new fields for setting your default invoice recipients:

• To: The main recipient(s) for invoice emails.

• CC: Recipients who should receive a copy of the invoice email.

• BCC: Recipients who should receive a blind copy (hidden from other recipients).

How to Set Defaults:

1. Click Edit on the Client or Matter profile.

2. Navigate to the Invoice Presets section.

3. In the To, CC, or BCC fields, enter the desired recipient email addresses.

4. To include multiple recipients in a field, separate each email address with a semicolon ( ; ).

5. Review your entries, then click Save to apply your changes.

 Tip:

• You can set different recipients at the Client and Matter levels.

• Matter-level settings will override Client-level presets when both are defined.

• Email addresses added in the Invoice Presets will take priority over any email addresses entered in the Client Details or Matter Details sections.

How Preset Emails Are Used

Once your To, CC, and BCC fields are saved, these addresses will automatically appear when:

• Sending an individual invoice from the Invoices tab

• Sending multiple invoices using the Bulk Email action

The preset emails can still be edited before sending individual invoices if any changes are needed for that specific email.