If the person getting your invoices has moved on, or your finance team or a shared accounts payable inbox needs them too, you can update this yourself. You don’t need to contact support.

TrackPath emails every invoice to your primary billing contact. You can also list up to 10 more invoice recipients. Each of them gets an email when an invoice is issued, with a link to view or pay it.

Who can do this

You need to be a Level 3 (Account Admin) or Level 4 user with access to the account. If your Level 3 access only covers specific cost centers, you won’t be able to save changes.

If you’re a Level 1 or Level 2 user, you won’t see the Accounts menu. Ask a Level 3 user on your account to make the change for you. See User access levels if you’re not sure which level you have.

Add or remove invoice recipients

1. Log into TrackPath and click Accounts in the left navigation menu, then choose your account. If you only manage one account, the menu item is called Account and takes you straight there.
2. In the account’s menu, click Billing.
3. The Invoice recipients card is at the top of the page. It’s there even if your account doesn’t have an active plan yet.
4. To add someone, type their email address in Add a recipient, then click Add or press Enter. Repeat for each address.
5. To remove someone, click the ✕ next to their address.
6. Click Save recipients. You’ll see a “Saved invoice recipients” message.

A few things to know:

• You can add up to 10 recipients.
• Each address must be a valid email address, and you can’t add the same address twice.
• Changes aren’t saved until you click Save recipients.
• Recipients get an email when each new invoice is issued. They don’t get payment receipts. Those still go to the primary billing contact.

Change the primary billing contact

Your primary billing contact is managed separately, in the billing portal:

1. On the same Billing page, click Manage billing details at the top right.
2. Update the billing email address in the portal and save.

The Manage billing details button only appears once your account has an active plan. If you don’t see it, contact us and we’ll help.

That’s it! If you have any questions, contact our support team.