Emailing Billing Documents

You can send a billing document by email if one contact associated with the account to which the billing document relates contains a valid email address and the Billing Contact checkbox is selected on that contact. For more information, see Setting up Document Email.

To email a billing document from the Billing Document Detail page:

• In Lightning Experience, click Email PDF then confirm by clicking Email Billing Document. You only need to select a recipient if the account to which the billing address belongs has more than one contact marked as the Billing Contact.
• In Classic, click Email PDF then confirm by clicking Email Billing Document. You only need to select a recipient if the account to which the billing address belongs has more than one contact marked as the Billing Contact.
• On the enhanced Billing Document Detail page, click Email. Select the recipient of the email, then click Send.

Note:

You can only email billing documents with the status "Draft", "Ready for Review", or "Complete". When the billing document's status is "Draft" or "Ready for Review", a draft watermark is applied to the document.