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How to set up emailed invoice receipts
How to set up emailed invoice receipts

How to add email addresses to receive emailed receipts for a team's recurring billing invoices.

DeShawn Brown avatar
Written by DeShawn Brown
Updated over a week ago

Emailed Invoice Receipts

For accounting purposes, your members may want to receive emailed receipts for the recurring billing invoices related to their membership. You can choose to automatically send payment receipts to a team, adding multiple email addresses as recipients, if desired. This can be useful as it helps provide visibility into the billing activity for the team.

How to set up emailed invoice receipts for a team

  1. Go to the Directory tab in the admin dashboard, and choose the "Teams" option from the top.

  2. Find the desired team and click the "Manage" button.

  3. Click on the team's "Membership" tab, scroll down to the "Team Billing Settings" section, and click the "Edit" button.

  4. Turn on the toggle under "Send emailed receipts," and choose if you'd like to have receipts sent to the team's billing admin email addresses, or sent to a custom list of recipients (the team admin will still receive the emailed receipts by default).

    You can learn more about billing admin email addresses here.

    If you choose to send to a custom list of recipients, enter the email address(es) you'd like to receive invoice receipts.

  5. Click the "Save" button when finished.

Receipt Preview

You can view an example of the emailed invoice receipt below.

Happy Coworking!

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