Sending invoices is crucial to the monthly Bill Run. Members must be notified when new invoices are sent. OfficeRnD provides an option to automate this process by enabling automated invoice sending during the Bill Run.
If you choose to issue invoices manually, you must also send them manually. The automated invoice-sending feature only applies to invoices generated by the automated Bill Run.
How to set up automated invoice sending
Follow these steps to set up automated invoice sending:
Go to Settings > Billing Settings > Invoicing Rules.
In the We'll generate invoices section, select Automated Invoice Sending.
Click Update.
In the We'll email invoices section, choose one or both of the following options:
Company: Sends all invoices to the email address associated with the respective company.
Billing Person: Sends invoices to the email address of the company's assigned billing person. Learn more about assigning a billing person →
You can further customize your settings:
Attach an invoice PDF – Add the invoice as a PDF attachment in the email.
Attach an invoice PDF in each overdue reminder – Send the invoice as a PDF with each overdue reminder. Read more about overdue reminders here.
Click Update.