How To Attach a Bill Image and Send to Outlook Email
Tags: Amicus Premium
The File Email Bills has to be enabled to activate this feature. The final invoices will create a copy of an invoice in PDF format. The Bill Image will be send to Outlook Draft after a bill is finalized on Print & Post.
Go to Billing and Open an Amicus File
Go to Billing – Admin – Bill Settings
Check that a bill template is assigned on the Bill Profile used on the file
- Go to Billing – Admin – Bill Settings. Ensure  Email Bills is selected/enabled.
- Go to Billing – Admin General. Check that a billing contact is selected on file
Click Save & Close