You’ve drafted your invoice and are ready to click “email invoice,” but you’d like to carbon copy (cc) two more contacts. We’ll walk you through the process so you can easily add contacts on the fly.
First, we’ll get to a drafted invoice so you can see where you’ll find the email invoice option. Then, we’ll add some contacts to it.
1. Click INVOICING...OVERVIEW from your navigation bar.
2. Click on the DRAFTS tab (on the middle tile), and then click on the tile itself.
3. Click on a HYPERLINKED DOLLAR AMOUNT in the AMOUNTS column to get to the drafted invoice.
You’ll default into the Invoice Detail tab on your Drafted Invoice, which is where you want to be.
4. Click on the ENVELOPE icon.
A new window will pop up with your email options.
NOTE: For the purposes of this article, we’re just focusing on adding contacts. Learn more about additional email invoice options.
5. Click MORE…
This will direct you to a window where you can add a new contact.
6. Click ADD EMAIL and a picklist will appear.
NEW CONTACT means the person who you’re adding is a new BigTime contact. This person will be included in your list of contacts.
OTHER means the person will be added to this email, with the option to save this person’s email for future email lists.
When you select OTHER, you'll see a checkbox option labeled "Check this box to save this email for future use on all email lists throughout your firm". If you leave the box unchecked, the contact email won't be saved to the system and will only be used once for this invoice. If you check this box, the email will be stored in the system and can be used by all clients on all projects. The email won't be saved to your client's project, but it will be saved for use on future invoices. You can find it again by going to INVOICING...CONFIGURE, opening the EMAIL SETTINGS tab, and scrolling to the INVOICE CONTACTS LIST.
7. Click SAVE, regardless of the option you choose.
Now your added contact(s) will appear in the picklists. I added Lucy Van Pelt as a BigTime contact, and she now appears in my picklists.
When I re-click on the envelope icon from my drafted invoice, Lucy is included in my TO field.