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.
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Go to Billing and Open an Amicus File
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Go to Billing – Admin – Bill Settings
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Check that a bill template is assigned on the Bill Profile used on the file
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- 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
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Click Save & Close
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