---
title: "Sending Bill Notifications"
slug: "sending-bill-notifications"
updated: 2026-05-11T19:25:16Z
published: 2026-05-11T19:25:16Z
canonical: "help.idibilling.com/sending-bill-notifications"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Sending Bill Notifications

Customer Portal uses the *OnlineBill Mailer* wizard in IDI Desktop Client BackOffice Management to send notices informing customers that invoices are ready to view online.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/a-screenshot-of-a-computer-description-automatica(12).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A21%3A44Z&se=2026-11-14T11%3A21%3A44Z&sr=c&sp=r&sig=9e33je30arT6w1WUIUd0kfPRnHOBzSaT9AZaBkTM5%2B8%3D)

The wizard uses an *OnlineBill Mailer* template which is managed via the **ManageTemplates** option in the above menu.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/a-screenshot-of-a-computer-description-automatica-1(10).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A21%3A44Z&se=2026-11-14T11%3A21%3A44Z&sr=c&sp=r&sig=9e33je30arT6w1WUIUd0kfPRnHOBzSaT9AZaBkTM5%2B8%3D)

> [!NOTE]
> **Note:**
> 
> You’ll need to modify the *OnlineBill Mailer* template to reflect your branding and email format, subject, and message body.

Customer Portal subscribers who want to receive billing notifications must ensure the *Send Bill Notifications* is checked in their user profile. Customer Portal subscribers can do this for themselves via the Portal **Settings** > **Notifications > Billing Notifications** menu option.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/word-image-10041-3.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A21%3A44Z&se=2026-11-14T11%3A21%3A44Z&sr=c&sp=r&sig=9e33je30arT6w1WUIUd0kfPRnHOBzSaT9AZaBkTM5%2B8%3D)

Or service representatives can enable the setting on a subscriber’s behalf via the Customer Portal Users view in Customer Care.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/a-screenshot-of-a-computer-description-automatica-2(10).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A21%3A44Z&se=2026-11-14T11%3A21%3A44Z&sr=c&sp=r&sig=9e33je30arT6w1WUIUd0kfPRnHOBzSaT9AZaBkTM5%2B8%3D)

With the above setup in place, you can use the OnlineBill Mailer wizard as needed to send bill notifications as follows:

- Select **Applications** > **BackOffice Management** > **Customer Notifications** > **OnlineBill Mailer**.
- Select the **OnlineBill Mailer Template** and **Email** for the Delivery Method.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/a-screenshot-of-a-computer-description-automatica-3(9).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A21%3A44Z&se=2026-11-14T11%3A21%3A44Z&sr=c&sp=r&sig=9e33je30arT6w1WUIUd0kfPRnHOBzSaT9AZaBkTM5%2B8%3D)
- Select the appropriate Market (if applicable) and Invoice Group(s).

> [!NOTE]
> **Note**:
> 
> If you select multiple Invoice Groups the system will alert you that subscribers may be sent duplicate notifications.
- Click **Next** to display the Invoices grid listing subscribers in the selected market and invoice group(s). You can use the context menu filtering option to filter the list as needed.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/a-screenshot-of-a-computer-description-automatica-4(9).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A21%3A44Z&se=2026-11-14T11%3A21%3A44Z&sr=c&sp=r&sig=9e33je30arT6w1WUIUd0kfPRnHOBzSaT9AZaBkTM5%2B8%3D)

> [!NOTE]
> **Note:**
> 
> Invoices that have already used the selected template to send notifications for the selected Bill Period will not appear in the list.
- Click **Finish** to display a confirmation window and submit the request to the Customer Notification service.
- Click **Yes** to send notifications for the selected invoices. This displays a confirmation window.
- Click **OK** to close the wizard.

> [!NOTE]
> **Note:**
> 
> The **BackOffice Management** > **Customer Notifications** menu in CostGuard Client also provides options for managing billing (and other) notifications. The Notification Search form is shown below.

![A screenshot of a search Description automatically generated](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/a-screenshot-of-a-search-description-automaticall.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A21%3A44Z&se=2026-11-14T11%3A21%3A44Z&sr=c&sp=r&sig=9e33je30arT6w1WUIUd0kfPRnHOBzSaT9AZaBkTM5%2B8%3D)