RB User Guide > Billing > Send Invoices OR Inquiry > Invoice Inquiry

Sending & archiving invoices

Send invoices to ordering clients and/or archive the invoices. Use the Send Invoices function if you want to send multiple invoices at once or archive invoices. Use either Send Invoices or Invoice Inquiry to send individual invoices.

1. Find invoices to send/archive in one of several ways:
   • When posting invoices (either in Post Invoices or Turn In), click Yes in the popup, “Do you want to send or archive invoices?” The Send Invoices window automatically opens with the posted invoice(s) in the results pane.
   • Click Billing > Send Invoices and search for posted invoices. See Searching for invoices.
   • Click Inquiry > Invoice Inquiry and search for posted invoices. See Searching for invoices.
2. To send invoices:
   • From Billing > Send Invoices, see Sending & archiving invoices in batches. You can send one or more invoices at a time or archive them to your repository.
   • From Inquiry > Invoice Inquiry, see Viewing & sending single invoices. You can send, but not archive, invoices one at a time.

   In addition to sending the invoices, RB logs them into the Email Log (RB9 only).

Reference

• Email Log

Step-by-step instructions

• Posting invoices
• Posting invoices in Turn In
• Searching for invoices
• Sending & archiving invoices in batches
• Viewing & sending single invoices