Contact Settings

Setting Types

Default Invoice Recipient: When enabled, this setting designates the contact as the default recipient of invoices for the relevant client. When invoices are manually sent, the default recipients will be automatically populated as recipients in the send invoice pop-up.

Published Invoice Notification: The published invoice recipient setting, when turned on, will notify that contact any time an invoice is published.

New Invoice Notification: When enabled, this notification sends the user an email when an invoice is sent via automation.

Invoice Reminder: The invoice reminder notification, when turned on, will send the user a reminder email regarding unpaid invoices.

Default Billing Recipient: When enabled, the default billing recipient notification designates that contact as the default recipient of the client's billing summaries. When billing summaries are manually sent, the default recipients will be automatically populated as recipients in the send invoice pop-up.

Please note: Billing summaries are not part of our standard product, so if they are not enabled, you will not see the default billing recipient notification in your contacts table.

New Billing Summary: When enabled, this notification sends the user an email when a billing summary is generated via automation.

Please note: Billing summaries are not part of our standard product, so if they are not enabled, you will not see the default billing recipient notification in your contacts table.