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CCH Software User Documentation

Automated sending of bills

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It is possible to setup automatic sending of bills to clients, using a 'Document' workflow.

It is possible to setup automatic sending of bills to clients, using a Document* workflow. The bill can be delivered as a CCH OneClick message, or an email.

Click here  for examples of how this can be done, and the setting required.

*requires CCH Document Management

 

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