Clients - Invoice Distribtion

Permissions and Settings

On invoice creation, apply these settings to the invoice distribution tab. Requires the invoice distribution module.

Field	Description
Invoice Distribution Format	Upload invoice to project workspaces - Your client can log into the employee portal workspace to download a copy of the invoice. It is common to store past invoices here too. Include invoice as attacment - A PDF of the invoice is attached to the email. Attachments are limited to 15mb Embed invoice as HTML in e-mail - The invoice is converted to HTML and is included as part of your email
Email Sender	This is the From person on emails sent from Projector. The search field only returns registered emails. See How do I email my invoices? for more information on registering emails.
Email Template	The email template should correspond to the radio button you chose under the Invoice Distribution Format section. For example, if you chose to include the invoice as an attachment, your email might read, "Please find your invoice attached to this email."
Email Recipients	Specify who should receive emailed invoices. Recipients must have a user account in Projector. Make sure that when you create new user accounts you flag them as Client users.