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.
***Video shows screens from a previous PastorsLine version, but may still be helpful.***
You can edit that email address a few different ways but the first step is going to your Billing page.
How to get to your billing page.
After logging in to PastorsLine...
***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.***
Option 1: From your thumbnail
1A: Via the Billing link | 1B: Via Settings |
Step 1: Click on your thumbnail (turquoise #1 in image above).
Step 2: If you have permission to work with the billing page, you will see a Billing link under your credits (gold box & #2 in image above). Click on it.
| Step 1: Click on your thumbnail (turquoise #1 in image above).
Step 2: Click on Settings (gold box & #2 in image above).
The Setting options will open.
Step 3: Click on Admin Settings.
Step 4: If you have permission to work with the Billing page, you will see it as one of your options (turquoise box in image above). Click on it. If not, you won't.
|
Option 2: From the 3-dot More Menus
| Step 1: Click on More Menus (3-dots & turquoise 1 in image to the left).
Step 2: Click on Settings (gold box & #2 in image to the left).
The Settings options will open.
Step 3: Click on Admin Settings.
Step 4: If you have permission to work with the Billing page, you will see it as one of your options (turquoise box in image above). Click on it. If not, you won't.
|
NOW THAT YOU ARE ON YOUR BILLING PAGE...
Option 1: Edit email only
OPTION 1
1. Click "Edit Treasurer's Email" (brown box below).
2. A box will appear and you can enter the email you want invoices sent to. This does not affect your own profile's email address. Only where future invoices will be sent to. Once finished, click "Save". You can only add one email address to receive invoices.
OPTION 2
1. Click "Upgrade/Downgrade" (brown box below).
2. Choose your new plan
3. Fill out the information on the form like normal, but add the email for the invoices in the section labeled "Email this and future invoices to:" You can only add one email address to receive invoices.
4. Once you have completed the form, click "Charge" to complete the new order.
OPTION 3
1. Click "Buy More Credits"
2. Choose the bucket you wish to purchase and click "Add Now".
3. Fill out the information on the form like normal, but add the email for the invoices in the section labeled "Email this and future invoices to:" You can only add one email address to receive invoices.
4. Once you have completed the form, click "Charge" to complete the order.