How can i get the invoice reminders sent to a different email address?

our account owner is now on maternity leave and we are struggling to access everything we need to enable us to carry on using wrike. one small change i need to make is re-assigning the invoice reminders to a different address. please can someone help me with this? thanks in advance 🙂

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
Комментариев: 2

Hi Bonny, happy to see you on the Community 🙂

I'm raising a Support ticket for you now - someone from the team should be able to advise. You'll get a notification shortly.

Please let me know if you have any other questions - the Community is here to help 👍

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

@Bonnie,

How are the invoice reminders done? Do they send from Wrike to an email address? If you could provide just a bit more information on how the current process works within Wrike, i'd be happy to check it out for you. 

Note: If you are using Outlook, you can create a rule in your Account Owner's Outlook to auto forward those emails to someone else until their return.  

Question: Does the account owner have access to the account so that they could make some changes? 

1
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Folllowing List for Post: How can i get the invoice reminders sent to a different email address?
[this list is visible for admins and agents only]

Вверх
Didn’t find what you were looking for? Write new post