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EU Users: Sending a Bill to your Client via Email

This article details how you can share a bill with your clients via email.

Content

Sharing a Bill via Email
Adding Branding to the Bill Sharing Email

Sharing a Bill via Email

To share a bill, click on the "Share" quick link or button.

You will now be provided with the additional "Share via email" option in the Share Bill window.

Below is a sample of what the email will look like.

 

Adding Branding to the Bill Sharing Email

To add your firm name and/or logo to the shared bill email that your clients receive, follow the branding instructions detailed HERE