Overview
Ensure the right people on your team get notified about upcoming invoices, failed payments, or plan changes.
Steps
Go to Settings > Company Profile & Settings > Roles & Permissions.
Grant the Billing Manager role to any user who needs invoice access.
Next, go to Settings > Notification Settings > Email.
Under Finance Settings, enable notifications for Upcoming Invoice, Payment Failed, and Subscription Renewal.
Click Save.
Tips
You can also forward copies of every invoice PDF to an external accounting email by adding that address as a secondary user.
Combine with Slack notifications (via webhook) for real‑time alerts.
Troubleshooting
If a user isn’t receiving billing notifications, verify they haven’t toggled them off in their personal Profile > My Notifications.