Many users have asked us whether it is possible to send the monthly PayPro invoice directly to their accountant or administration office. Good news: you can now set this up via the email address settings!
Setting Up the Invoice Email Address
With this feature, you can specify per email address whether you want to receive the monthly invoice there. This means you can easily give your accountant access to the invoices without having to forward them manually. Follow the steps below to set this up:
Log in to your PayPro account
Go to the settings in the top right corner of your dashboard
Navigate to the email address settings
Add the desired email address or edit an existing one
Select the option to receive invoices at this email address
Save the changes
Important to Know
If no specific invoice email address is set, the invoice will always be sent to the account's default email address.
You can add multiple email addresses and select per address whether it should receive the invoices.
The verification of the email address will be sent to the email address you want to add. However, it must be verified through access to the account. Therefore, ask the recipient to forward the email to you so you can complete the verification.
With this update, managing your administration becomes much easier. Make sure to set this up today and avoid having to forward invoices manually!