Alert key staff when invoices and receipts have been issued, and when fund transfers are made from Social Planet’s bank to your provider bank account.
- From the Account menu select Settings, click on Finance
- Select edit on Notification Settings pane
- Receive copies of invoices issued add name and email of staff member
- Receive copies of receipts issued add name and email of staff member
- Person to contact for receipt enquiries, add staff name, phone number and email
- Receive copies of funds transfer notification add name and email of staff member
- Press Save