Within LAWS/Pro, an option exists to e-mail an invoice to a client as a PDF attachment. This tutorial explains how to setup the client and enable this feature.

Please Note: The client's receiving e-mail application may be configured with various levels of spam checking. Please verify, with the client, that the e-mail was received in their inbox rather than routed to spam.

 

Steps 1-2: WITHIN FIRM SETUP (One time setup)

1) The generated e-mail must include a "Bill From" e-mail address. This is the e-mail address which will be displayed as the "From" address within the generated e-mail. It is generally the solo practitioners personal e-mail address, or a general information address used by the firm. Enter this address as the "Bill From Email Address" within the Firm Setup billing options.

2) If desired, a duplicate copy of the client invoice may be created allowing you to verify that the client's e-mail was delivered successfully, and to review the actual content of the email. To use this feature enter the e-mail address which should receive the copy of the client's e-mail as "Verification Email Address" the within Firm Setup.

Steps 3-4: WITHIN CLIENT SETUP (Performed once for each client to receive e-billing)

3) Enter the client e-mail address to which the e-mailed invoices should be sent as the "E-Mail Address" within Client Setup. If entered within Client Setup, this e-mail address is automatically assigned with all matters associated with this client. If e-mails for various matters within a client should be directed to different individuals, then enter the appropriate "Billing E-Mail Address" per matter within the Matter Contact section of Matter Setup.

4) If an e-mail copy of the invoice should always be forwarded to the client, then set the client's billing option "Bill by E-mail" to "Yes" within Client Setup. Otherwise, if e-mail invoices will be sent on a sporadic basis, leave this option as "No". This option may be set to "Yes" at the time of billing on an invoice by invoice basis.

Steps 5-6: ACTUAL GENERATION OF THE INVOICE (Performed each time we invoice the client)

5) Generate the bill as normal. The e-mail address will be noted for the selected matters desiring an e-mail invoice. If the client's "Bill By E-Mail" bill option is set to "Yes", the e-mail check box is automatically checked. Otherwise, this box is not checked. Only matters for which this e-mail box is checked will have e-mails generated. Please note: E-mails are not generated until the invoice is finalized.

6) Once the invoice is finalized, a copy of the invoice is automatically sent to the entered invoice e-mail address. Additionally, an exact copy of the invoice is sent to the entered "Verification Email Address", loaded within Firm Setup, if entered.

To view a video tutorial on this process Click here.