After invoices are produced and the post-billing report is confirmed, you can send bills to customers.
The billing run progress panel shows how many bills need emailing. Click through to the Send Bills page to select and send them.
Sending by Email
Bills are sent as PDF attachments with a link to MyAccount where customers can view their invoices online.
Only customers flagged for email billing and in a status that allows correspondence will receive emails. You can select which invoices to send and exclude individual customers if needed.
Unapproved invoices are automatically approved when sent.
Print Bundles
For customers who receive paper bills, you can generate a print bundle instead. The platform creates a PDF bundle and emails it to your configured print address. Large bundles may be split across multiple emails.
Archive Bundles
You can also create archive bundles for record-keeping. These work the same way as print bundles but are sent to your configured archive address.
Filtering Options
The Send Bills page lets you filter invoices by:
- Billing run
- Customer group
- Invoice amount or outstanding balance
- Date range
- Whether the invoice has already been sent
This makes it straightforward to send bills in batches or resend specific invoices.