Anchor sends invoice notifications to the contact associated with your client's agreement. If you need to update who receives those invoices, there are two ways to go about it depending on what you need.
Updating the existing contact
If you need to replace the person currently receiving invoices, you can do this directly from the Contacts page.
Go to Clients → Contacts and find the person under the client
Click the three dots next to them and select Edit
Update the contact details and save
The updated contact will start receiving invoice notifications going forward.
Note: if this person is a contact on more than one of your clients, their email can't be edited from the Contacts table. Instead, edit it from each relevant client's page, and the change applies to that client.
Adding an additional recipient
If you need to add someone to receive invoices alongside the existing contact, please reach out to support at [email protected] with the following information:
The client's business name as it appears in your agreement
The full name and email address of each person you'd like to add
Our team will take care of the rest.
Still have questions? Feel free to reach out at [email protected] — our team is always happy to help!