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How do I manage who receives invoices and receipts?
You can designate any user to receive invoices and receipts by email by assigning them the billing user role.
Fotaflo will send invoices and receipts by email to any user who has the billing role in Fotaflo.
Here's how you can add or remove the billing role from your users:
- Visit the Team settings page.
- Click the pencil icon to edit the user you want to modify.
- Check the billing role if you want the user to receive invoices and receipts by email. Uncheck it if you don't want them to receive those emails.
Roles for Multiple Locations
If you have more than one location you can manage the billing role for your entire organization or separately for each location.
If you want a user to receive invoices and receipts for all locations check the billing role under Organization Roles. If you want them only to receive invoices and receipts for specific locations select the billing role under the location(s) for which you want them to receive emails.