Changing Your Email Bill Delivery Settings

Updating the email bill delivery settings within Tresta is easy to access and update as needed.

If you're a system administrator, log into the web app and click on the Settings button at the top of the page.

Scroll down to the Billing section and click on the Account Profile tab. This opens the Account Profile screen, and it's here you can change your bill delivery settings.

Scroll to the bottom of the page until you see the Send Invoices and Billing Communications To section. The Billing Admins user group is selected by default since anyone in that group has access to billing information. You can change that by clicking on the dropdown menu and selecting a different user/user group from the menu.

In addition, you can add more subscribers by clicking on the +Add Subscriber link located just below the dropdown menu. 

Perhaps you want someone not on your system to receive your invoices. You can also add the emails of people you would like CC'd on your invoices. Within the CC section, simply click the +Add Another link and enter their email address in the space provided.

Once you're finished making changes, click the red Save button in the upper right corner of the Account Profile Screen. 


Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request