How do I email PDFs?

Please note that you must have a PDF generated before you can email clients.

• Emailing multiple invoices
• Emailing individual invoices
• Reviewing sent emails
• Why is no Email ID Appearing?

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Emailing Multiple Invoices

You will need to be in the Billing Period > Invoices screen to follow the below steps:

1. Click the down-arrow next to "Create PDFs" and click "Email PDFs"
   
   
   
   
2. Select at least one invoice from the checklist on the left.
   Note: you can select all invoices by clicking the checkbox in the header next to "Invoice number - version"
   
   
   
   
3. Click "Email PDFs"
   
   
   
   
4. A pop-up window will appear. You may enter any additional message you want to share with clients. Click "Confirm"
   
   
   
   
5. Review sent email

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Email an individual invoice

You will need to be in the invoice screen to follow the below steps:

1. Click the down-arrow next to "Create PDFs" and click "Email PDF"
   
   
   
   
2. You will receive a confirmation to send the email, click on "email"
   
   
   
   
3. A pop-up window will appear. You may enter any additional message you want to share with clients. Click "Confirm"
   
   
   
   
4. Review sent email

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Review sent email

From the Billing Period > Invoices screen;

1. Look for the Email ID column
   
   
   
   
2. If an Email ID exists, then click on the number.
   
   
3. The status will display on the right side
   
   
   
   A "Delivered" status means the email is on the way. A "Sent" status means that AlayaCare received confirmation from the mail service that it was sent.

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Why is no Email ID Appearing?

There are multiple reasons:

1. The Email was never sent
2. The primary billing contact does not have an email
3. The primary billing contact email is not valid

To resolve this issue:

1. Go to the client’s Services tab
   
   
   
   
2. Click on "Edit Service"
   
   
   
   
3. View the Billing Contact name
   
   
   
   
4. If the Billing Contact is the Client, then ensure they have a valid Email address in the Client Info screen
   
   
5. If the Billing Contact is one of the client's contacts, then go to the Client Info > Contacts page
   
   
   
   
6. Find the contact name from the previous screen and click "Edit"
   
   
   
   
7. Ensure there is an email there: