Question
How to automatically send invoices to the financial department
- Posted on January 10, 2024
- Billing
Asked by Jean-Philippe Jacobs
I would like to directly send the invoices to finance via an email. Is it possible to do this, or do I have to do it manually every month? It’s a burdensome task for no reason.
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Heya @jeanphilippejacobs
As Bobby mentioned you can invite the finance department email with the Billing role as part of your team.
In this way, they will have full access to the billing of the account/team.
Regards
Hi there,
What you could do is invite your finance team as a team member with a biller role:
That way, they will have full access to the billing and will be able to check the invoices directly.
To do that you can follow the steps here:
Hope that this helps!
Best,
Bobby
Heya @jeanphilippejacobs,
What you could do is invite your finance team as a team member with a biller role however if you do not want to do that, what you can do is set a filter and as soon as you receive an e-mail containing your invoice to be automatically forwarded to your finance department.