We have released a new Bulk Billing template with more powerful merge data capabilities and a new look. This new template includes the ability to include automated trust replenishment requests.
You may want to review the Default Subject and Body of the email being sent to add any custom text.
To access the Blast Email Options, please follow the below steps:
• Firm Settings > Billing & Accounting > Email Options > Blast Email Options
o Check that your Sender Name, Sender Email Address, and BCC are set properly.
o Make any updates to the Subject and Body of the email
o Turn ON the “Include .pdf Invoice” toggle on the bottom-right of the template to include the Invoice as an attachment
o Click “Update” to save your changes
Once complete, you can use the Bulk Billing Center to send out your invoices.
The Blast Email Options will feed into the Bulk Billing Center.
A. Sender Name(Required)- Who at the firm is the email from
B. Sender Email Address (Required)- What email is sending this invoice
C. BCC Email Address
D. Default Subject
E. Default Body for Invoices/ Retainer Requests
F. Include PDF Toggle (Should be turned on)
Changes to the email template can also be made in the Bulk Billing Center. Any changes within the Bulk Billing Center will only apply to that batch of invoice communications.
You can also make these changes to the email template used to send one Invoice with Send Payment Link. To access the Payment Email Options, follow the below steps:
• Firm Settings > Billing & Accounting > Email Options > Payment Email Option
o Make any updates to the Subject and Body of the email
o Turn ON the “Include .pdf Invoice” toggle on the bottom-right of the template to include the invoice as an attachment
Click “Update” to save your changes