Q: Can I use email to send a bill to a client?
A: Yes. You can easily create a PDF file of the bill, which you can attach to an email message.
For a single bill, first print the bill as usual. Choose Bills > Reprint As PDF, choose One Matter, enter the matter number, and click Print.
The PDF file is created in the pdf folder, in the RTG Bills Data Location. If you don't know that location, view the System Information report to reveal it.
You can also create PDF files for many bills at once. Once it is set up properly, it's very easy:
The rest is automatic. RTG Bills creates PDF files containing the bills and, if you've chosen that option, sends them to the client.
To get to this point, however, requires some preliminary work:
Once the matters are set properly, and the email settings are correct, it really is very easy to email bills to your clients.
Note that you can always create a PDF file for any single bill (using Bills > Reprint As PDF), regardless of the settings on the PDF tab.