Send the invoice by e-mail
Please send the actual invoice by e-mail!
The problem is that I have to manually go to the billing section every month (remember!) to download the invoice, and send it to our finance person by e-mail. There is currently no way to make it so that the finance person gets access to the invoice. He doesn't need an actual seat.
So, please
- EITHER send the invoice PDF to me (I'll set up auto-forward)
- OR allow me to add a 'billing user' (i.e. a user that can download the invoice, but doesn't take a seat.
Thanks!
Hi Thatcher, our billing team can help with this. I've raised a case now and the team will be in touch by email soon to assist.
Thanks for posting here and if you have any questions, let me know!
Hi, I have the same need.
Has this become a feature since then? How can I setup a billing user, to automatically send invoices to.
Thanks
Also have same need, info appreciated
Yes please... our accounting team is remembering me every month to send a copy of the bill ! It would be just fine to be able to define a single email adress on which a copy will be sent every month...
I like wirke but i am working every day on automatisation. And this task is killing me.. 😵
An update would be really appreciated!! :) the first request is nearly 3 years ago..
Hello everyone! Sorry for the delay in getting back to you here!
Please submit a request to our Support team here so that the team could advise you on invoicing. Thanks!
Lisa Community Team at Wrike Wrike Product Manager Conviértete en un experto en Wrike con Wrike Discover
Lisa Wrike Team member Conviértete en un experto en Wrike con Wrike Discover