Emailing Invoice as Attachment

PeopleSoft Billing supports batch emailing of invoices. You can set up billing contacts to default Email Invoice as Attachment as their preferred communication method for invoices. The Email Invoice as Attachment feature is available only for BI Publisher invoices. If you select Email Invoice as Attachment as the Invoice Media option, the invoice is sent as an attachment in an email to the contact on the bill.

After an invoice is finalized, it can be emailed for delivery. Emailing of invoices is accomplished during the printing process by the BI_XMLPBURST program. You can override the invoice media setting for a batch of bills by changing the Email Options on the run control page. If you select Print, the invoices are printed, but no email is sent when the BI_XMLPBURST process is run. If you select Email and Print, then the invoice is printed and an email is sent.

You can check the results of the BI_XMLPBURST program in the Review Email Invoice Log component. A row is written to the log for each invoice that is processed. If the process cannot send an email, it updates the invoice error status with an error code. The email sent flag remains No. When the error is corrected, you can restart the process again to send the email. The system tracks where the process stopped so that when the process is restarted, the system only sends emails and invoices that have not been sent previously. To resend an email, use the reprint component.