This will allow you to easily send to multiple recipients. The system will allow for more than one email in this field if emails are separated by a semi-colon( ).
BILL4TIME CLIENT NOT NOT ON INVOICE UPDATE
If you would like for contact emails to be auto-populated in the "To" field of your invoice(s), you will want to update the "Email" field within the Client in the Client Details tab or the "Email" field within Project/Matter Details tab with the recipient email.
Check the box to "Invite recipients to Client Portal" checkbox.Enter the email of the recipient in the "To" field.Click the blue "Email" button - the window below will open.Click on Invoicing via the top navigation bar or click on the desired invoice from the client/project.To email invoices and invite recipients to the Client Portal: In the User Box - select a user or enter a user's emailĪ really convenient way to invite your clients to the Client Portal is via the Email function within the invoice.Click on the Payments & Client Portal sub-tab.Click on Settings from the pull down menu.If you are a System Admin with Firm Settings access - you can invite them via Settings: Inviting from Payments & Client Portal in Settings.You can invite your clients to the Client Portal two ways: In addition, they are also able to save a payment method for future use.
When invited and accepted, they are able to review their account history details - including their past invoices and payment history. Inviting your clients to the client portal provides a more secure and robust experience for your end clients.
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