When it comes to managing billing for your clients, we understand that you may want to manage that on your own timeline. When the system automatically sends invoices any time your client places an order, this can cause some confusion for your clients and throw a wrench in the way you like to handle billing. No need to worry! You can now disable the automatic invoice emails at a Business, Group, or Client level! Check out the steps below on how to disable automatic invoice emails at a Business level.
How to disable invoice emails
Click the steps below for a detailed walk-through:
Step 1: Click the Business tab
Step 2: Click the Default Settings tab
Step 3: Scroll to Billing Options
Step 4: Click the 'Disable Invoice Email' checkbox
Step 5: Click Save Changes
Step 1: Click the Business tab at the top of the page.
Step 2: Click the Default Settings tab on the left-hand side of the page.
Step 3: Scroll down to the Billing Options section.
Step 4: Click the 'Disable Invoice Email' checkbox to disable automatic sending of the invoice email when a client places an order. Note: To disable at the Group level, go to the Group Details page. To disable at the Client level, go to the Client Advanced Options page.
Step 5: Scroll to the bottom of the page and click 'Save Changes'. Your clients will no longer automatically receive the invoice email when they place an order. Note: you can still manually send your clients the invoice email.