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!

 

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Stephen

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!

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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

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Also have same need, info appreciated

 

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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..

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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 Become a Wrike expert with Wrike Discover

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