Learn how to email a bill and bill attachment:

• Email a bill when viewing all bills.
• Email a bill when viewing bill details.

Email a bill when viewing all bills

To email a bill when viewing all bills, do the following:

1. Click Purchases > Bills in Flare's main menu (1 and 2 below).
   
   
   
   
2. Check the checkbox next to the bill you’d like to email (3 below). Click the email icon (4 below).
   
   
   
   
3. Flare populates the "To:" email address with the email address you entered when you created the vendor, but this can be changed. Type an email address and hit the enter key on your keyboard (5 below). To enter CC or BCC email addresses, click "CC" or "BCC" (6 below). The "From:" email is a Flare system email address and cannot be changed.
   
   
   
   
4. Click the "Attach PDF" checkbox to send a PDF attachment of the estimate (7 above). Enter a Subject or use the default subject (8 above). Select a bill email template (9 above) or use the default bill email message template (shown below).
   
   
     For more information about creating custom templates, see "Email Templates".
   
   Insert template placeholders by clicking your mouse in the message body at the point where you want to place a placeholder, then choose a placeholder (10 below). Compose the message (11) below and click "Save" (12 below).
   
   

Email a bill when viewing bill details

To email a bill when viewing bill details, do the following:

1. Click Purchases > Bills in Flare's main menu (1 and 2 below).
   
   
   
   
2. In the Bills table, click the Bill # link of the bill you’d like to email (3 below). The bill details page will open.
   
   
   
   
   
3. Click the email icon above the active bill (4 below) or select a vendor in the list on the left and then click the email icon.
   
   
   
   
4. Flare populates the "To:" email address with the email address you entered when you created the vendor, but this can be changed. Type an email address and hit the enter key on your keyboard (5 below). To enter CC or BCC email addresses, click "CC" or "BCC" (6 below). The "From:" email is a Flare system email address and cannot be changed.
   
   
   
   
5. Click the "Attach PDF" checkbox to send a PDF attachment of the estimate (7 above). Enter a Subject or use the default subject (8 above). Select a bill email template (9 above) or use the default bill email message template (shown below).
   
   
     For more information about creating custom templates, see "Email Templates".
   
   Insert template placeholders by clicking your mouse in the message body at the point where you want to place a placeholder, then choose a placeholder (10 below). Compose the message (11) below and click "Save" (12 below).
   
   

Learn more

Learn how to:

• Duplicate (clone) a bill.
• Record expenses without creating a bill.