By default, only the account Admin will receive subscription and invoice emails when creating an account or purchasing a subscription.
The Admin user can add additional recipients to subscription and invoice emails. These additional recipients do not need a User profile in AgencyAnalytics.
How to add additional invoice or subscription email recipients
First, open the Billing page by clicking the user icon in the upper right corner, then click Billing in the drop-down menu.
Next, click Invoices at the top of the Billing page, then click the Recipients tab at the top of the Invoices table.
Click Add Recipient, then in the open pop-up, add the email address of whoever should receive an invoice or subscription email.
Subscription emails include changes in your plan, billing address, or payment methods, while invoice emails include notifications related to invoices and invoice status.
Recipients can receive one or both of these email types; to do so, check the relevant box on the left of each option, then click Add in the bottom left.
Once added, the recipient will be displayed on the Recipients table, where you can quickly see which addresses receive which emails.
By default, the account Admin email address is listed at the top of the recipients table. This address will always receive both subscription and invoice emails.
How to modify additional invoice or subscription notice recipients
After an additional recipient has been added, it's not possible to edit the email address. Instead, you can change which type of email they receive, or remove and replace the email address.
From the Invoices page of the Billing section, click Recipients at the top of the table, then click the ellipsis menu to the far right to open a dropdown.
Click Edit to open a pop-up window where you can modify which emails are sent to the selected Email. Click Save in the bottom left to lock in your changes.
To remove a recipient and stop them from receiving invoice or subscription emails, click Delete in the dropdown instead, then confirm the deletion in the pop-up.
Removed someone by accident? No problem! You can always add them back as a recipient later.
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