DO Ideas 2

allow for the invoice to be sent to a specific address

Currently I need to login each month to get the invoice to give to our accountancy dept. It would be very handy if I could enter a seperate e-mail address and have the invoice sent straight to our accountant.

  • Thomas Croonen
  • Sep 11 2018
  • Will not implement
  • Attach files
  • Josh Viney commented
    September 11, 2018 16:01

    Hi Thomas,

    It's possible to have invoices sent to your accountant by creating a Team and assigning your accountant or finance department the role of "Biller." The Biller role allows them to manage invoices and payments, but only provides read-only access to Droplets and other resources your team may be using for your projects. To set up a team, simply go to the dropdown menu in the top right corner, click "Create a team" and go through the flow. You'll need to name the team, and check the box to "Convert existing account into a Team account." Checking the box will transition all of your existing resources to the new Team. From there, invite your accountant to the team and, once they accept, assign them the role of Biller.