Role: ✔ Admin, ✖ Accountant, ✖ Team Manager, ✖ Employee, ✖ Bookkeeper
Managing recipients under invoices is a feature designed to make your billing process easier, especially if you handle recurring payments. Instead of manually entering recipient details each time you send an invoice, you can save and manage recipients in advance. This helps speed up the invoicing process, reduce mistakes, and keep your records consistent.
This feature is helpful if you send invoices to the same contact regularly, manage subscriptions, retainer fees, or scheduled service payments, or need to maintain consistency across multiple invoice cycles. Setting up and managing recipients can help you save time and simplify your invoicing workflow.
Follow these steps to add a new recipient:
- On your homepage, select Invoices.
- Select the Manage Recipient tab and click on the New Recipient button
- Enter a recipient nickname (This field is free-text, and the nickname is only visible within your organization) and select the recipient’s country and currency.
- Choose a payment method.
- If you select Bank Transfer, you will need to provide the recipient bank, bank account name, bank account type, payment purpose, and recipient email (optional).
- If you select Others, you can input payment instruction and recipient email (optional).
- Once the information is added, click on Next. A summary page will appear for you to review the recipient details. If everything looks correct, click on Submit to complete the process.
Note: Once the recipient is added, you can edit the recipient details at any time by selecting it from the list. You can also directly create invoices for a specific recipient from the Manage Recipient page.
If you have any questions or need further assistance, do not hesitate to reach out to us at support@summitglobal.com. We are here to support you!