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E-mailing a Summary of an Invoice

For each invoice, a summary of the information is available on the Invoices Summary page . This page can be printed or e-mailed to a list of recipients. If the Hide line item warnings checkbox is selected, line item warnings do not appear in the emailed summary.

To E-mail a Summary:

  1. Open the Invoices module.
  2. On the Invoices List page , click on an entry in the list of invoices. If the Invoices Summary page does not open, click the Summary tab to open it.
  3. On the Invoices Summary page, click the image E-mail button.
  4. On the E-mail Invoice Summary dialog box, type a comma-separated list of addresses to which the e-mail should be sent in the To Address list box, or click the Select To Address button to select from a list of e-mail addresses for people records from Suite. On the People List dialog box, click on the checkboxes to select people, and click the image Select button.
  5. The From Address text box populates with a global setting for a default sender e-mail address beginning with Suite 8.11.0 Service Pack 12. If the global setting is blank, this text box populates with the current user’s primary e-mail address (if more than one e-mail address is marked as Is Primary, eCounsel will use the first primary e-mail address it finds), but can be changed by typing in a new address. Once the user sends an e-mail summary, the last value used will be saved as a user default preference.

image  No validation of e-mail addresses occurs beyond that the syntax is correct.

  1. Optionally change the subject for the e-mail message or enter a comment that will appear in the body of the email.
  2. Click the image Continue button. A summary of information will be sent to all specified e-mail addresses.
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