How do I generate a PDF of the Bill and email to employee?
To email a Bill as a PDF to the employee, open the Bill in question, and on the top right you will find three dots arranged vertically. Click it and select View PDF and choose a template from the drop down.
Once this is done, there should be an email icon on the top right of the File Preview. Select the directory contact and send the email.
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How do I change specific field names when I generate the Bill in PDF format?
To change specific field names when a Bill is generated as a PDF, go to Menu and select Settings. Under Settings, choose templates and from the drop down on the top right, select Bills. Here select the template you wish to edit and then click the ...
How do I markup a Bill and generate an Invoice directly to my Customer?
To make up a Bill, an invoice has to be generated. To do that, please open the Bill that you want to invoice to the customer with markup, scroll down to the bottom right and select the actions drop down. Here, choose generate invoice and the invoice ...
How do I generate a Bill from a PO?
To generate a Bill from a PO, go to the Menu, choose Purchase Orders and select the PO that you want to generate a Bill for. Open the Purchase Order, scroll down to the bottom right and from the Actions drop down, select Generate a Bill.
How do I generate a Bill from the Sub-Contract?
To Generate a Bill from Sub Contracts, go to the Menu and choose Sub Contract. Select the Sub Contract you want to generate a Bill for. Scroll down to the bottom of the Sub Contract and go to the Actions drop down and from the drop down, select ...
Are the attached files displayed when I email the Submittal via PDF?
Yes! The attached files are displayed when the Submittal is emailed via PDF.