Admin Level - Financial Admin - Full Access

Invoices automatically get generated on the 1st of each month. You can optionally have the system automatically email them to certain groups.

  1. Navigate to Billing Setup.
    1. Chameleon users: In the side menu click Billing Admin > Billing Setup.
    2. New CMS users: In the side menu click Business Tools > Billing Setup.
  2. Scroll down to Send Invoice Options and select one of the following:
    Send Invoice Options
    • For the first option (which is the default for all teams), those with using an electronic payment option will still be charged but will not automatically receive an invoice. Those who pay by check will receive an email that includes a link to add an electronic payment type to their account.
    • The last option gives you the flexibility to email those you want, and avoids embarrassment if you make a mistake that affects everyone.
  3. Click Save Changes.
  4. Your selected option will happen at the next billing cycle.

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See Also
Email Billing Summary and best practices
Email invoices and best practices