As companies are becoming paperless, they are transitioning to emailing their Bills to Clients.
When the Bill is initially created, it is typically emailed at that time, however it can be emailed at a later time.
To manually email a Bill Image follow the steps outlined below:
Open the File you wish to email the Bill for.
Select Bill Image on the left.
Right click on the Bill to be emailed, and select Email Bill.
The Amicus Attorney by CARET New Email window is launched.
If required, add other recipients to the email using the Cc or Bcc.Click the Open button on the bottom to launch the new email.
This will launch an Outlook window which will automatically attached the bill image/invoice of the file and the subject will be populated with default text “Your Invoice No. <<Invoice #>> from <<Law Firm Name>>” indicating the invoice select.
(The Subject and Body of the email can be altered through the Firm Settings > Billing - Emailing Bills)Once all required details are provided in the email click the Send button.
(The Firm Setting can be configured to either Send Bill E-mails to Draft Folder or Send Bill E-mails directly to clients.)
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