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
• Also by default, the email address associated with your login will auto-populate in the CC field but may be removed
• Any addresses added to the CC field will automatically be added as a Contact for the Customer, if it doesn't already exist
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

Things to Note

• At this time, we only have the option to download or print one invoice at a time.
• We send 1 separate email to each address in the To field, and we copy the addresses in the CC field on each on each separate email. If there are 5 addresses in the To field, any addresses in the CC field will receive 5 separate emails.
• Any addresses added to the CC field will automatically be added as a Contact for the Customer, if it doesn't already exist