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Download, print or email an invoice

Bill.com makes it easy to access all invoice records from within the application. However, it may be necessary to download or print an invoice for record-keeping or other purposes.

To download or print an invoice

  1. Locate the invoice to be downloaded
  2. In the Summary box, hover over Invoice Actions
  3. Select Print
    • This will automatically download a copy of the invoice to the computer
  4. To print, open the invoice that was downloaded and print as normal

To email an invoice

  1. Locate the invoice to be downloaded
  2. In the Summary box, hover over Invoice Actions
  3. Select Email
  4. Enter the email address where the invoice should be sent
    • By default, the customer's email address will auto-populate but may be removed
  5. Edit the email template, as necessary
  6. Click Send

To email in bulk

  1. Opt to Email Later when the invoice is created
  2. From the Receivables Overview page, click on Invoices To Email
  3. Select "All" or just check off the individual invoices to be sent
  4. Click Send Via Email
  5. If necessary, update the email address fields
  6. Click Next
  7. Edit the email template, as necessary
  8. Click Send

Note

At this time, we only have the option to download or print one invoice at a time. 

 

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