Kube lets you choose whether invoices are automatically sent to a company when Kube generates the invoice or if an internal user must send it manually. By default, invoices are sent automatically to a company's primary and billing contacts.
This article describes setting whether a company's invoice is sent automatically or manually.
This article is part of the Kube customers setup flow. For more information, see Customers setup checklist.
NOTE: Depending on your assigned role and permissions, and the version of Kube your organization uses, some or all of these menus or services may not be available or displayed.
To set whether invoices are automatically emailed
Select Customers in the top menu and select Companies from the drop-down menu.
Locate the company in the grid and click the company's name. The Company Essentials window appears. Click Detailed View.
Select Billing in the side menu and select the Billing Options tab.
Click the Edit button.
Make a selection in the Send Automated Invoice Emails field.
TIP: This setting can be customized per property the company does business with. Click the Additional Properties Billing Settings button to select additional properties where the setting should be customized.
Click Save.
TIP: The next step in the Kube customer setup process is to set whether company charges are paid immediately or added to the monthly invoice. For more information, see Setting whether company charges are paid immediately or added to the monthly invoice.