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To set up project invoices to send via email:

1. Set up the email options for your invoice layout in Report Designer. To email the layout to the preferred contact email address in your customer account:
   • Choose the group that matches the header section of the invoice layout from the 'Email should contain' drop-down list. For the 'INVInvoice (Single)' layout, select the group that contains 'INVInvoiceCreditID'
   • Add the expression 'SLCustomerAccounts.ContactEmailAddress' as the To: address for the layout
2. Select the new layout for the 'INVInvoice' report key, from the 'Choose Layouts' window.
3. Set up a role from the Customer and Supplier Roles window in Accounting System Manager and select this role for the 'Billing Invoice' document type from the Customer and Supplier Document Types window.
4. Set up a preferred contact for the role in your customer account on the Contacts tab.
5. Print your project invoices to the spooler or as a preview. Click Email from the Preview pane.

For full details on how to apply email settings on reports and layouts, please refer to Ask Sage Article .

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