E-mail Invoices to Billing Contact | Voters

E-mail Invoices to Billing Contact

launched

Zack

Currently, the Dashboard allows a Billing Contact, which receives a notice when a new invoice is ready. That person must actually have a Dashboard account to log in and view the invoice.

This feature request recommends e-mailing the Invoice to the Billing Contact, so no account is needed.

May 2, 2018

Mikey @DNSFilter

marked this post as

launched

The billing contact receiving invoice emails is fixed.

Patrick

These requests are now over a year old. Any status on the new payment provider and having either of these features added please? (User read only access to invoices only and/or email invoices to billing contact)

Thank you.

Josh Lamb

Merged in a post:

Billing only access

Michael

Account type to provide access only to the billing part of the portal

January 29, 2019

Josh Lamb

Hello Michael, would it also satisfy your use case to simply have your billing person received the invoices each month https://dnsfilter.canny.io/admin/board/feature-requests/p/e-mail-invoices-to-billing-contact-1

Michael

Josh Lamb: Hi Josh, yes in fact that would be preferable.

Jared

This has been a request from my internal accounting team as well.

Josh Lamb

Jared: We are soon migrating to another payment provider and are considering this issue as part of that. So we should have a way forward in the coming month.

Jared

Josh Lamb: Thanks a lot for the update Josh! Looking forward to it.