How Do I Use Bulk Billing?
Before you continue make sure that the bulk billing setup has been completed.
- Please make sure that the billing preference for both the primary client's contact and the Matter option is set to Email PDF
- Matter:
- Contact:
- Go to the Accounting section
- Click on the plus sign to the right of the Invoices & Payments tab
- Select "Bulk Billing Center"
- You can select a date range for the invoices, make a specific subject line, and email body at this point. You can also utilize the filters on the right.
- Select "Blast & Close"
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