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Scheduling Invoices

Last Updated: Mar 11, 2016 10:03AM EST
Within the billing area, you can schedule invoices to be emailed to you at regular intervals that will show you a listing of all credit card transactions for your account/agency as well as usage for a given time period. 
To set up these invoices: 

 
  • Click on your Settings tab and select Billing Settings .
  • In the Billing dropdown, select Printable Statements.


                   Printable billing statements
 
  • In pop-up screen, choose to have the invoice emailed to you immediately or set a recurring schedule. (see example below) 
                                            
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https://cdn.desk.com/
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desk
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