How to forward an invoice email to Finance department automatically?

You can add an extra finance role to your Team. This article describes in detail how to do that.

Team members view

Every time a payment is made, we send an invoice to a customer's (owner) email address. If you want us to send a copy of a transaction receipt to your finances department automatically, simply add new team member with finance role:

Visit your ConvertAPI Account → Team Members dashboard
In the Account → Team members edit form, choose role: "Finance" and send invitation for team member
Click the [Send Invite] button to save your changes
Confirm the invitation in the email you received

Please note that we will not send the old invoices to the specified email address. Only new invoices will be sent on the day of the purchase.

Updated on: 20/11/2024

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