Email an Invoice as a PDF

Setup required before use	Who Can Use It?	Where Is It?
Email templates	Assist. Project Manager Project manager Director Administrator System Administrator	Projects > Open Project > Invoices tab

1. Go to the Project > Invoices tab.
2. Click on the Invoice Tab.
3. Click on an invoice row, where you have already issued the invoice. The MS Word® invoice document must have already been created using the 'Create Word Invoice' feature.
4. Click the 'Save the invoice as a PDF attachment on a new email' button in the invoice tab toolbar. This button is only enabled on rows where the MS Word®invoice document exists.

Click the image above to view the Email Invoice as a PDF button.

5. The email wizard is shown. Complete the following steps:
   1. (Optional) Select a Sub Project to enable the Sub Project email templates.
   2. Select an email template from the list in the left panel which will be used to create the email body and subject line.
   3. The invoice contact is automatically selected to be sent the email. Check the TO, CC or BCC boxes any additional contacts you want included on the email message.
   4. Click Send.

6. A new email message opens in MS Outlook® with the PDF invoice attached. The email subject line and body content are created using the email template selected.
7. Update the email in MS Outlook® as required and send.

Click the image above to view a sample of a PDF invoice being sent via email.

The MS Word® invoice documents are saved in the Synergy\Invoices directory. The PDF is saved to this location too. Learn more about the Location of the Invoices directory.

If no email templates exist, then the subject line of the email will contain the Project number followed by the Project Title (not reference name). There is an option to include the Invoice number in System Controls. Learn more about invoice system settings.

If you have setup email templates then these will overwrite the subject line of the email setting chosen in system settings. Email templates can be used to create the subject and body of the email message. Contact, Personnel, Project, Sub Project, and Invoice type email templates are available in the invoicing wizard.

Having problems creating a PDF invoice from Synergy after installing MS Word® 2013? Follow the steps in this troubleshooting document to disable the reading view setting to resolve this issue.