How to Change a Customer's Invoice Delivery Method

Modified on Fri, 15 Aug at 5:08 PM

You can change how a customer receives their invoices from the Recurring Charges tab.

  1. From the customer account, click Recurring Charges.

  2. Highlight and select, or double-click, the charge you wish to change.

  3. Click the Billing Method dropdown menu and select an alternate delivery method (e.g., from Email to Printer).

Adjusting Email Copy Settings

  • If Email Copy is currently set to "primary," "secondary," or "both," and you want to stop sending an email copy, use the dropdown and select Email Copy: None.

  • If Email Copy is currently toggled off and you want to start sending an email copy, select the email format to be copied and click OK to save.

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