Manage your billing recipient list
Admins can manage the list of addresses that receive invoices by email in the Customer Portal.
Caution
When you make a change to a recipient, it takes up to 24 hours to show in the Recipient list tab. During this time, you can’t make any further changes to your billing recipients.
To manage your billing recipients:
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On the Billing & payment page, click on the Recipient list tab.
To add a billing recipient:
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Access the Recipient list tab following the instructions above.
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Click ADD RECIPIENT.
Under Add recipient, enter the relevant details, and then click SUBMIT.
To delete a billing recipient:
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Access the Recipient list tab following the instructions above.
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Click on the trash can icon next to the email address you want to remove.
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In the pop-up click DELETE.
The recipient you removed will stop receiving invoices from the next billing cycle. If the email address is also associated with a Reveal account, deleting the address here will not affect the user’s Reveal access. Find out how to remove access to a Reveal account.
To control which email addresses receive invoices by email:
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Access the Recipient list tab following the instructions above.
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Click the toggle next to the email address you want to activate or deactivate. YES means the email address will begin to receive invoices. NO means the email address will stop receiving invoices.
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Confirm the action in the pop-up.
Note
The changes will take effect from the next billing cycle. If the email address is also associated with a Reveal account, changing the status here will not affect the user’s Reveal access. Find out how to manage access to your Reveal account.