Change your billing details and invoice email recipients

Your billing details are the business name, ABN, contacts and address that IT Solver puts on your invoices and billing records. You can change them, and choose who else gets copies of your billing emails, in the IT Solver dashboard.

Before you start

• You must be an Owner, IT manager or Billing only user of the business in the dashboard. Web designer users cannot see or change billing details. To learn more, read What each dashboard role can do.
• If you manage more than one business, open the correct business first. Read Switch between businesses and set up a separate billing account.
• The billing email is not the email address you sign in with. To change your sign-in address, read Change the email address you sign in with.

Change your billing details

1. Sign in at dashboard.itsolver.net.
2. In the sidebar, select Billing.
3. Go to the Billing details section. It is below Invoice history.
4. Select Edit. The form opens.
5. Under Business, check the Business name and the ABN.
6. Under Contacts, check the general or technical contact, the Billing contact first name, the Billing contact last name, the Billing email and the Billing phone.
7. Under Billing address, check each address field. For Country, choose Australia or New Zealand.
8. To send copies of billing emails to other people, do the steps in Send billing emails to more people before you save.
9. Select Save billing details.
10. Make sure that the message Billing details saved shows.

To close the form without saving, select Cancel.

Owners and IT managers can also open the same form from the dashboard home page. Select Manage billing details, or open Settings from your account menu.

What each field needs

• Business name: required. Use 150 characters or fewer.
• ABN: optional. If you enter one, it must be a valid 11-digit ABN. Spaces and other characters that are not digits are removed when you save.
• Billing contact first name, Billing contact last name and Billing email: required.
• Billing phone: optional. If you leave it blank, IT Solver uses the General/technical contact phone where a fallback is possible.
• Address line 1, Suburb or city, State or region and Postcode: required. Address line 2 is optional.
• Country: Australia or New Zealand only.

The general or technical contact is the person IT Solver talks to about your services. It can be a different person from the billing contact.

If a field is not correct, the form opens again with your entries. The message Check the billing details and try again. shows at the top, and a red message shows under each field to correct. Correct the fields and select Save billing details again.

After you save, IT Solver updates its billing, accounting and support records with the new details. This can take a short time.

If an invoice you already received needs different details, email support@itsolver.net.

Send billing emails to more people

Billing emails go to the Billing email. You can also add up to five other email addresses, for example your accountant, your bookkeeper or your Dext inbox. The billing email is not one of the five.

Each additional recipient gets a copy of the invoice, receipt, payment reminder and credit note emails that IT Solver sends from billing@itsolver.net.

Some invoices are still emailed directly from Stripe, our payment provider. These invoices go only to the billing email. They do not go to the additional recipients. The billing contact can forward them. Users who can open the Billing page can also see and download all your invoices there. Read Download a tax invoice and see what you owe.

1. On the Billing page, go to Billing details and select Edit.
2. Go to Invoice emails.
3. In Additional recipients, type one email address on each line.
4. To stop sending copies to a person, delete their line.
5. Select Save billing details.

The dashboard removes duplicate addresses and the billing email from the list. If you add more than five addresses, the dashboard shows Enter no more than 5 additional invoice recipients. and does not save. If an address is not valid, the dashboard shows Enter valid additional invoice email addresses. and does not save.

Examples

• Your accountant wants copies of your billing emails. Add your accountant's email address in Additional recipients, then select Save billing details.
• You want invoices to go straight into Dext. Copy your Dext inbox email address from Dext. Add it in Additional recipients and save.
• Your business moved office. Select Edit, change the Billing address fields, and save.
• The form shows "Enter a valid 11-digit ABN." Check your ABN on ABN Lookup and type it again. If you do not have an ABN, leave the field blank.

Related articles

• Pay an invoice and manage your card on file
• Download a tax invoice and see what you owe
• When invoices are due and what happens if you pay late

Still have a problem?

Questions? Email support@itsolver.net or phone 07 3123 6000.