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How can I change the Email address for invoices?
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You can change this yourself in your company account on the portal.
Good to know: To comply with the GDPR1, we cannot make changes in your company account on the portal.
Note: The editing options available depend on your user role.
Depending on your situation, you can:
- send invoices to a new user;
- send invoices to another existing user;
- change the Email address of the current recipient.
How to resolve this
Good to know: The portal can send monthly invoices to multiple Email addresses. You do not need to enable invoice sending for only one user.
If you want to send invoices to a new user
Add a new user to the company account and tick Receive paid invoices by Email.
See The portal: portal.octalarm.com | Octalarm portal set up | Add user(s) for more information.
If you want to send invoices to another existing user or change an Email address
Change the details of the existing user, and make sure Receive paid invoices by Email is enabled for the correct recipient.
See The portal: portal.octalarm.com | Edit details | Users for more information.
Tip: Uncheck Receive paid invoices by Email for the user who previously received the invoices, if they should no longer receive them.
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The General Data Protection Regulation (GDPR) is a European regulation that standardises the rules for processing personal data by private companies and public authorities across the European Union. ↩