Slickplan Help Account Management Account & Settings

Adding a custom email address for Slickplan invoices

How to add a custom email address for invoices

By default, invoices are not sent by email, they must be downloaded manually by the account owner. Additionally, account admins with the View Invoice History permission can also access invoices.

To receive invoices automatically by email, follow these steps:

  1. In the dashboard, open the Invoices section.

    opening invoices

  2. Beneath the list of invoices, locate the Edit option next to Send Invoices to and input the email addresses of up to 10 recipients.

    enter custom email addresses

  3. Hit Enter after typing each email address, and then click Save Changes to complete the process.

    provide email addresses and save