Testing and Sending Bills

Testing bills generates a copy of each invoice for your files. Sending the bills transmits a copy of the invoice to the customer via email.

Viewing Bills

Go to Utilities: Administration: Billing: Customers: Send.

1. 1.Click on the value in the Amount/Status column for the bill you'd like to view.
2. 2.Alternatively, click View on the row you'd like to view.

Testing Bills

A test creates the bill for the customer, but mails it to the Test Email Address specified here. Do not be alarmed if you receive a bill addressed to someone else! Aurea List Manager creates the bill for the recipients, but redirects it to you. You will receive exactly what your recipients will receive in your email box, so you can see if your bill looks the way you want it to. The bill has not been sent to your list, or to the customer whose email address is on your test message, until you select Send Bills.

1. Go to Utilities: Administration: Billing: Customers: Send.
2. By default, the addresses will be filled in with the values you entered in Utilities: Administration: Server: Server Settings: Advanced: Billing. If you would like to change them, enter them here:
• From Name: The name of the person from whom the bill should appear to be coming.
• From Email Address: The email address of the person from whom the bill should appear to be coming.
• Test Email Address: The email address which should receive test messages.
• Message Bounce Email Address: The email address which should receive mail that permanently failed. If a bill bounces, the customer has not received it. Being informed of permanent failures lets you know you need to contact the customer and update their information.
• Tcl Error Notify Email Address: The email address which should receive notification if something goes wrong with the bill.
3. Enter the Message Comments (Text) and Message Comments (HTML), if applicable.
4. Select the bills you'd like to test by checking the box next to them.
5. Click Test Selected Bills. Or, click Test All Bills if you'd like to see what every bill will look like. WARNING: You will receive a copy of each and every bill if you test all bills! Depending on how many customers you have, that may be a great deal of mail.

Sending Bills

Go to Utilities: Administration: Billing: Customers: Send.

1. By default, the addresses will be filled in with the values you entered in Utilities: Administration: Server: Server Settings: Advanced: Billing. If you would like to change them, enter them here:
• From Name - The name of the person from whom the bill should appear to be coming.
• From Email Address - The email address of the person from whom the bill should appear to be coming.
• Test Email Address - The email address which should receive test messages.
• Message Bounce Email Address - The email address which should receive permanent failures. If a bill bounces, the customer has not received it. Being informed of permanent failures lets you know you need to contact the customer and update their information.
• Tcl Error Notify Email Address - The email address which should receive notification if something goes wrong with the bill.
2. Enter the Message Comments (Text) and Message Comments (HTML), if applicable.
3. Select the bills you'd like to send by checking the box next to them.
4. Click Send Selected Bills. Or, click Send All Bills if want to send every bill.

Deleting Bills

Bills that are sent or filed disappear from this view. If you want to delete all bills, click Delete All.

Filing Bills

Bills that are filed will show in a customer's history, but are not actually sent.