Send Zoho Subscriptions invoices to a customer's accounts department

Send Zoho Subscriptions invoices to a customer's accounts department

Send Zoho Subscriptions invoices to a customer's accounts department instead of (or as well as) the person who subscribed. This article is for staff who manage customers and subscriptions in Zoho Subscriptions.

Applies to: Zoho Subscriptions – All clients

Why add an accounts contact

By default, the contact person who subscribed to a service receives the invoices each month. Sometimes invoices need to go to the accounts department so they're processed faster.

Add an accounts contact and send invoices to it

  1. In the Customers screen in Zoho Subscriptions, go to the customer you want to add an accounts email address for.
  2. Add the new contact person. Portal access is usually only for the main contact who subscribed. In the example above, portal access isn't turned on for the Accounts Payable contact.
  3. Go to the open subscription and edit it. Tick the contact persons who need to receive the invoice.
If Zoho Subscriptions is connected to Zoho Books and/or Zoho CRM, the new contact person is added to those apps as well.