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V3: Edit the email address for invoices (3 options)
V3: Edit the email address for invoices (3 options)

Add an accounting / treasurer's email address for billing and invoicing

Anne Heath avatar
Written by Anne Heath
Updated over a week ago

You can have a email address on the account that receives the invoices, and still be able to use your own email address to log in with and receive notifications.

You can edit that email address a few different ways but the first step is going to your Billing page.

If you know how to get to your Billing page, you can jump to the edit you need:

Option 1: Edit email only


How to get to your Billing page

***You will need permission to see the billing page. If you do not see it and need to, please be in touch with the owner/admin of your PastorsLine account.***

Step 1: Log in.

Step 2: Start on your Dashboard (gold box & 1 in image below).

Step 3: Locate the Credits section (turquoise box in image above). Here is a closeup:

If you have permission to see the Billing page, you will see a purple Billing link in this section. If you do not see it and need to, please be in touch with the owner/admin of your PastorsLine account.

You can also locate the Sitemap section of your Dashboard and click on Billing (turquoise box in image below).

The Billing page will open:


NOW THAT YOU ARE ON YOUR BILLING PAGE...

Option 1: Edit email only

Option 2: Change your plan (upgrade / downgrade) + Edit email


OPTION 1: Edit email only

Step 1

Locate the Treasurer Email section (turquoise box in image above) and click on Edit (turquoise arrow in image above).

The Edit Treasurer's Email box will pop up.

Step 2

Make your changes on the entry line. Click Save to confirm your actions or Cancel to go back.


OPTION 2: Change your plan (upgrade / downgrade) + Edit email

Step 1

Click on Manage / Change Plan (turquoise box and arrow in image above).

Step 2

View pricing per month or on an annual basis (fuchsia box in image above).

Scroll through the plans via the arrows (gold circles in image above).

Choose the plan you want (turquoise boxes in image above).

Step 3

In Section 4 of the Billing / Checkout process (turquoise box in image above), you will have a chance to edit your credit card details. To do so, click on Edit (gold box in image above).

Step 4

When you click on Edit, the Edit Card box pops up. NOTE: Use the scrolling to see all the content of the box (turquoise box and arrow in image below).

Click Save to confirm your actions or Cancel to go back.


OPTION 3: Purchase a bucket of credits + Edit email

Step 1

Locate the Messaging Credits Summary. Click on the purple Buy More Credits.

Step 2

The one-time bucket of credits purchase page will pop up:

Step 3

Choose the bucket you wish to purchase and click on Add Now.

Step 4

On the payment screen, you will have a chance to edit your credit card details. To do so, click on Edit (turquoise box & arrow in image below).

Step 5

When you click on Edit, the Edit Card box pops up. NOTE: Use the scrolling to see all the content of the box (turquoise box and arrow in image below).

Click Save to confirm your actions or Cancel to go back.

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