Phone: For support in Australia, call 1300 401 111 and select option 3 for Bp Allied. Next, select option 1 for Support or Option 3 for Training. For support in New Zealand call 0800 401 111 and select option 3 for Bp Allied. Next, select option 1 for Support or Option 3 for Training
How to Email an Invoice
Once an invoice has been created it can be emailed to the Client or another party. The Invoice is emailed as a PDF document. When an email is sent an entry an logged in the Client Details > Documents/Phone Calls tab > Contacts (Phone/Email/SMS) section. Please see the Video on how to email an Invoice at the bottom of this page.
Invoice Status = Awaiting Payment to be able to email an invoice
Click on Email Invoice
The Email Details form will display
Email Recepients
For a third party invoice –
Send to [Third party name] checkbox is ticked and the third party name and email address being used is displayed.
The related Client checkbox is unticked and displays the related client name and primary email address
If there is no email address for either client or third party then checkbox is disabled
If there are multiple clients on the third party invoice then this option is disabled
For a Client Invoice –
Send to [Client Name] checkbox is ticked and displays the client name and primary email address.
No other check box options available.
If there is no email address for either client then checkbox is disabled
The Other Recipients option is available if the email address to be used is different to those available.
If an email address is copied into the Other recipients field, the following dialog will display to confirm ALL of the email address that the email is being sent to.
