Contact Settings

Setting Types

Default Invoice Recipient: The default invoice recipient setting, when turned on, will consider that contact a default recipient of the invoices for the relevant client. When invoices are manually sent, the default recipients will be automatically populated as recipients in the send invoice popup.

New Invoice Notification: The new invoice notification, when turned on, will send the user an email notification when an invoice is sent through automation.

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

Default Billing Recipient: The default billing recipient notification, when turned on, will consider that contact a default recipient of the billing summaries for the client. When billing summaries are manually sent, the default recipients will be automatically populated as recipients in the send invoice popup.

Please note that billing summaries are part of our premium plan, so if you do not have our premium plan enabled you will not see the default billing recipient notification in your contacts table.

New Billing Summary: The new billing summary notification, when turned on, will send the user an email notification when a billing summary is sent through automation.

Please note that billing summaries are part of our premium plan, so if you do not have our premium plan enabled you will not see the default billing recipient notification in your contacts table.