Changing Your Email Bill Delivery Settings

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

  1. If you're a system administrator, log into the web app and click on your profile picture in the top right-hand corner of the page. Then, select "Billing".
  2. Next, click on the Profile tab found under the "Billing Settings" menu on the left-hand side of the page. This opens the Billing Profile screen, and it's here you can change your bill delivery settings.
  3. Scroll to the bottom of the page until you see the Send Invoices and Billing Communications To These Users and Groups 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 Another 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 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 Billing Profile Screen. 

 

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