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Bulk Email Invoicing in Inventions

Emily Yeomans
  • Updated

Bulk invoice emails and associated record attachments can be sent through Inventions. The following types of bulk invoice emails are supported:

  • Financial Compliance
  • Agreement Reimbursement

Getting Started

  1. Click on the Settings tab in the navigation header.

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  2. Scroll down and click on the section called Manage My Templates to create, edit, and preview email templates.

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Overview: Manage My Templates

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  1. New Template: Click to manually create a new email template. Once created, manually created templates will be displayed above the New Template button.
  2. Default Invoice Emails: This section has two default email templates automatically available to you: One for Reimbursement and another for Revenue- Financial Compliance.
  3. Template: Select a drop-down template option when available.
  4. Preview: View a template to see how it looks prior to sending.
  5. Invoice PDF: Default Format: This section allows you to set the Invoice Format for Agreement Reimbursement and Financial Compliance items. Options in the drop-down menu include: Standard, Pre-Patent,Per-Patent Per-External Invoice Number, Authorization Details, LEDES Format.
  6. Preview: View a PDF to see how it looks prior to sending.

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