How Do I Email Retainer Invoices?

You can email the retainer invoices to the clients in the following way:

1. Click Billing on the navigation bar and then click the Retainer History tab.
2. Processed invoices display in the grid. Select the one that you intend to email by clicking .

3. Next, click Print. Choose the desired invoice type.
4. In the Report Viewer, click  to email the invoice as a PDF, Excel or Word file.
5. In the Email dialog box, enter the recipient’s email address and a message. Web Suite displays the default email message if you have specified it in the Preferences-More screen.

Web Suite carries forward the email address of a client from the Client profile. You can also send the email to multiple recipients, using the Cc field (mail addresses separated by commas).

6. Click Attachments to add any file with the email.
7. When you have finished, click Send Mail and then Close.

Email from the Retainer History screen:

Do the following to email retainer invoices directly from the Retainer History screen:

1. On the Retainer History screen, select the desired client by clicking .
2. Click on the Payment tab and select the desired retainer invoice (Billed).

3. Click Print. Choose the desired invoice type.
4. In the Viewer, click  to email the invoice as a PDF, Excel or Word file.
5. In the Email screen, enter the recipient’s email address and a message. Web Suite displays the default email message if you have specified it in the Preferences-More screen.
6. When you have finished, click Send Mail and then Close.