How Do I Email Retainer Invoices?

You can email the retainer invoices to the clients in the following way:

1. Open Retainer Management screen from the Billing menu.
2. Processed invoices display in the grid. Select the one that you intend to email by clicking .
3. Next, click Print. Choose the desired invoice type.
4. The invoice opens in the Report Viewer, where you can preview and save the invoice.
5. You can then email the invoice to anyone.

Email from the Retainer Management screen:

Do the following to email retainer invoices directly from the Retainer Management screen:

1. On the Retainer Management screen, select the desired client by clicking .
2. Click on the Payment tab and select the desired retainer invoice (Billed).
3. Click Print. Choose the desired invoice type.
4. The invoice opens in the Report Viewer, where you can preview and save the invoice.
5. You can then email the invoice to anyone.