Managing Payment Receipt Recipients

The Who receives payment receipts section on your Billing & Payment tab controls who gets emailed when a payment is processed or a receipt is issued. By default, every Account Owner and Billing Manager is automatically included — but you can opt users out and add other email addresses (like your accounting team) even if they aren't BB AI users.

🖼️ [Image placeholder: Who receives payment receipts section showing the default checkbox list and Add email address field.]

🔐 Who Can Manage This

Only Account Owners and Billing Managers can view or modify the payment receipt recipient list. Standard Users won't see the Billing & Payment tab at all.

🧭 Getting to the Receipts List

1. Click your avatar (top right) and choose Settings.
2. Select the Billing & Payment tab.
3. Scroll to the Who receives payment receipts section (just below Legal Name).

🖼️ [Image placeholder: Settings → Billing & Payment tab with the receipts section in focus.]

👥 Who's Included by Default

Every Account Owner and Billing Manager is automatically added to the list the moment their account role is assigned. Each row in the list shows:

• ☑️ A checkbox (checked = receiving receipts)
• The recipient's email address
• A role badge (e.g., Account Owner or Billing Manager)

🖼️ [Image placeholder: Recipient row showing checkbox, email address, and role badge.]

💡 You don't need to add Account Owners or Billing Managers manually — they're added automatically as soon as their role is granted.

✅ Opting a User Out of Receipts

Account Owners and Billing Managers can opt out of receiving receipts without losing their role or billing permissions.

Steps

1. Find the user's row in the Who receives payment receipts list.
2. Uncheck the checkbox on their row.
3. Their email will remain visible in the list (they're still a billing-permission holder) but they'll stop receiving receipt emails.

To opt them back in, simply re-check the checkbox.

🖼️ [Image placeholder: Recipient row with checkbox unchecked, showing the opted-out state.]

➕ Adding a Non-User Email (e.g., Accounting)

You can send receipts to people who don't have a BB AI login — perfect for your finance or accounting team.

Steps

1. Scroll to the Add email address field at the bottom of the receipts section.
2. Type the email (example placeholder shown in the field: e.g. accounting@company.com ).
3. Click the Add email button.
4. The new recipient will appear in the list and immediately start receiving payment and receipt emails.

💡 Recipients don't need to be users — they'll receive payment and receipt emails even without a BB AI login or role.

🖼️ [Image placeholder: Add email address input with placeholder text and the Add email button.]

➖ Removing a Recipient

• For Account Owners / Billing Managers: Uncheck their row to opt them out (their email stays in the list because it's tied to their role). To remove them entirely from the list, change their role in Settings → Users.
• For non-user emails you added manually: Use the remove control on their row to delete them from the list.

🖼️ [Image placeholder: Recipient list with a non-user email and its remove control.]

💡 Best Practices

• 🧾 Loop in accounting — Add your accounting or AP team's email so they automatically receive receipts without needing BB AI access.
• 👀 Audit monthly — Glance at the recipient list each month to make sure you're not emailing former team members or outdated distribution lists.
• 🔐 Don't over-share — Only add emails that actually need payment/receipt visibility. Billing emails contain financial details.
• 📬 Use a shared inbox — A distribution email (like ap@yourcompany.com ) is more resilient than an individual's email if team members change.
• 🔁 Re-check if you stop receiving receipts — If an Account Owner suddenly isn't getting emails, verify their checkbox is still ticked.