Little Known Feature: Vision 6.1 Emailing Batch Billing

Prior to Vision 6.1, emailing Batch Billing invoices would send a separate email for each invoice and each unbilled detail report to the email recipient.  With the new “email single file” option the system combines and collates all invoices and backup in to a single attachment to a single email per recipient.  Also, the previous feature did not allow for formatting of the email, which pretty much relegated it to internal use only (the system assigned and un-editable email subject was “Final Invoice number xxx for Project YYY”, and there was nothing in the body but the attachment).

With the new email template capabilities, a professional, informative email, embedding key information about the project, client, contact and invoice can be formatted, allowing for Final invoices to be sent directly to clients via email as part of a batch billing final invoice run.  This should cut back on DSO by creating a more efficient process for getting your clients their invoices immediately on their creation, and ensuring that they aren’t “lost in the mail”.  It also helps with the Batch Billing process by giving PMs more information about what they should be DOING with these draft invoices, and by when.  Your email template can specify the dates by which you need their edits back, the expected edits they should make, who to respond to, etc.

To find this feature, go to Billing > Batch Billing > Check the “Email Invoices” checkbox.  Please note, this is a feature of Vision version 6.1.



About Brian LaMee

Currently the VP of Product Marketing for Deltek, Brian has spent the last 20 years working with project focused firms helping understand trends, best practices and tools through the industry that help people and organizations leverage tools to streamline their business and processes.
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