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How to change a membership from emailed to auto-draft
How to change a membership from emailed to auto-draft

How to change a team from paying via emailed invoice to automatically charging their default payment method on file.

Tanner avatar
Written by Tanner
Updated over a week ago

How to change a team's invoice behavior from Emailed to Autodraft

  1. Go to the Directory tab.

  2. Click on "Teams."

  3. Find the desired team and click "Manage."

  4. Go to the team's "Membership" tab.

  5. Click the pencil icon under "Emailed."
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  6. Change the Billing Settings to "Charge Automatically (autodraft)."
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  7. Click "Save" when finished.

Happy Coworking!

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