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Update billing emails and notifications

For added flexibility and control over your information, Share a Refund manages all emails related to billing events as a separate entity within your account.

Useful tip

All email settings are managed within the customer dashboard.

Add, remove or change email addresses

  1. Login to your account.  
  2. On the left sidebar, tap Settings.
  3. In the cards on this page, look for Billing Notifications.
  4. Add or remove emails from the list of recipients.
  5. Tap the Update button for the card.

Support for invoice capture solutions

Any customer outsourcing payables to a management company can add the targeted email address to the Billing Notifications card defined in the section above. Best practices for supporting invoice capture solutions are built into Share a Refund, and include:

  • One Invoice per Attachment
  • One Attachment per e-mail
  • File format of PDF
  • All invoices are denominated in a single currency
  • All invoices specify currency type on the invoice
  • File doesn’t exceed 10 MB
  • No zip files are included
  • No inline images or links

More in depth help topics related to invoice format are found within this support portal.

Change the frequency of emails notifications

Note: this does not affect billing and payment terms

The frequency of the emails sent doesn’t affect the billing terms on your account.

  1. On the left sidebar, tap Settings.
  2. In the cards on this page, look for Billing Notifications.
  3. Change the frequency of the emails that are sent.
  4. Tap the Update button for the card.

Events that trigger billing emails

Events and timelines subject to frequency settings

The frequency settings specified on your account may affect email notifications defined below.

  • Invoice generated
  • Sales receipt generated
  • Payment successful
  • Payment declined
  • Upcoming due date on invoice
  • Invoice past due
  • Service paused
  • Service terminated
  • Service unpaused
Updated on March 20, 2018

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