How do I add a custom email address to receive invoices?

By default, Slickplan invoices can be sent automatically only to the account owner, or downloaded manually by account admins with the View Invoice History permission.

To send invoices automatically to people outside your Slickplan account:

  1. Navigate to your dashboard and open Invoices.

    01._my_profile.png

  2. Below the invoice list, click on Edit next to Send Invoices to and enter up to 10 recipients.

    02._edit.png

  3. Hit enter after typing each email address. Click Save Changes to finish.

    03._save_changes.png
Have more questions? Submit a request