Add Recipients for Invoices (CC for Invoices)

Details

For many larger companies, universities and government entities using our platform, the team responsible for handling payments is different to the team accessing the platform.

As such, our system offers the ability to add recipients for invoices or link a purchase order number.

Only the listed Account Owner can edit user update this information.

How-to Guide

Add Recipients for Invoices

1. Log into your account and open the Account area (⚙️ icon, at top right).
2. Click Edit Account Details.
3. Select Owner Details.
4. In the CC Email Address for Billing field, enter the email address (or addresses) that need to receive the invoice (in addition to the 'owner' user, which will receive them by default anyway). If you wish to add multiple email addresses, separate each with a comma.
5. When done, click Update Owner Details.