Using accounts department email addresses in Zoho Subscriptions

Using accounts department email addresses in Zoho Subscriptions

In Zoho Subscriptions, by default the contact person that is subscribed to a service receives the invoices every month. In some cases, invoices need to go to the accounts department for faster processing. In order to change the email address to which the invoices are sent, follow these steps:

  1. In Customer screen in Subscriptions, navigate to the contact for which you wish to add an accounts email
  2. Add the new contact, usually the portal access is only reserved for the main contact that subscribed (as per example above, portal access is not enabled for Accounts Payable contact)
  3. Navigate to the open subscription, and edit the subscription - tick the contact persons that need to receive the invoice|

If Subscriptions is integrated with Zoho Books and/or Zoho CRM, the newly added contact person will be added to these applications as well.