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Scheduling Invoices

Settings Current Account Billing Settings Billing Settings › Scheduling Invoices
Last Updated: 09/18/2018

Within the billing area, you can schedule invoices to be emailed to you at regular intervals that will show you a listing of all credit card transactions for your account/agency as well as usage for a given time period.
To set up these invoices:

  • Click on your Settings tab and select Billing Settings .
  • In the Billing dropdown, select Printable Statements.

Printable billing statements

  • In pop-up screen, choose to have the invoice emailed to you immediately or set a recurring schedule. (see example below)

Set a recurring schedule

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