There are several ways to email bills. I like to start my clients out a bit slowly, then ramp up as necessary.

Method 1: Print to paper, then scan, rename, attach to an email and send.  Technically, it is a method, but it sucks and I do not recommend that you do it that way.

Method 2: Print to paper or PDF as you prefer and finish up/approve the bills.  Then once all the dust settles.  Go to Bills, Reprint Bills and use that to send the output to an Email Message.  There is only one template for that message, and you will have to pick and choose who gets the repriint.  But it does have the advantage of removing the "scan, rename, attach to and email" from your process.

Method 3: This is that you will find discussed in the Help as Emailing the bills.  On the client you have to both check the box and provide and email address.  You are correct that you will see the prompt to email when you approve the bill.

Sounds like you maybe don't want a printed copy of the emailed bills? Because you don't want to mail and email? What is the goal of what you are trying to do? 

If you look under the Options tab just before Generating the Bills, there is an option to not print a paper bill for a bill that is going to be emailed.

Hope that helps.

***Also note to older Timeslips users who may come across this thread, this is a newer feature, and you may not see it in your older Timeslips product. I don't remember exactly which version it started in, but I know it was added because of feedback about having everything print, but only some needing to be mailed.

Nancy Duhon, Esq.
Duhon Technology Solutions, LLC
Master Certified Consultant for Sage Timeslips
Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions.
404-325-9779
[email protected]

If you don't have the feature Nancy referenced, and you are not planning to upgrade, you can setup a custom field to identify the bills to be emailed vs the bills to be printed. Then you can run them in different batches. 

You can not filter on the "via email". Making sure you update the custom field is an extra step but it may be worthwhile.

Through a lot of digging through the help topics, I finally found the feature that Nancy mentioned.  With "Clients receiving email print to printer: unchecked, I found that when you print to display or PDF, all biulls (including email bills) will print, but when printing to a physical printer, email bills will not print.  So my resolution is:

-  Generate bills: Print to display to review for errors, missing info, necessary changes.  In Generation of Bills Completed, Do Nothing.  Then make necessary edits

-  Re-run Generate Bills, print to a physical printer.  This prints out only the non-email bills.  In Generation of Bills Completed, do nothing again.

-  Run Generate Bills a third time, this time printing to PDF.  This gets me my PDF record of all bills, including email bills.

-  Lock i n proof or approve as appropriate.

Upon approval, email bills are sent.  I do get a warning from Outlook that someone is trying to send emails through my account, which I can then allow and bills seem to process through Outlook normally. (I'm using Outlook 365.)

I tested this process with some test clients/ slips and it seems to work.  I'll use it at next billingto verify that it works in a "real" billing.

Thanks for all your help.

That will work, but the "third time" is not necessary to get the PDF copy. 

You could do that via the Bills, Reprint Bills, View By Date Range, Select date range of today and then reprint everything to a single PDF.

However, as I said, your way will work. Good job!

Nancy Duhon, Esq.
Duhon Technology Solutions, LLC
Master Certified Consultant for Sage Timeslips
Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions.
404-325-9779
[email protected]