The invoice for Catacloud itself – subscription and usage – is sent to the billing contact registered on the company. To make sure invoices and reminders reach the right person, both the billing contact and the company's contact information should be filled in correctly. You change both yourself under Administration.
How to change the invoice recipient
Open the app menu at the top left and select Administration.
Select Billing in the left-hand menu (at the bottom, under the "Administration" heading).
Click Change billing settings at the top of the page.
Go to the Settings tab.
Under Billing contact, check and update all the fields:
Contact – the name of the person who receives the invoice.
E-mail – the email address the invoice is sent to.
Delivery method – choose Send as an e-mail or Deliver as EHF-invoice.
Language – the language of the invoice.
Click Save.
Delivery method: e-mail or EHF
Under Delivery method you choose how the invoice is delivered:
Send as an e-mail – the invoice arrives as a PDF at the address in the E-mail field.
Deliver as EHF-invoice – the invoice is delivered electronically as EHF to the organisation.
Check the contact information in Company details
The company's contact information is also used on the invoice from Catacloud. Make sure it is correct and complete:
Go to Administration and select Company details in the left-hand menu.
Under Contact info, check that Phone and E-mail are filled in and correct.
Click Save changes.
SMS reminders about the invoice (beta)
We are introducing SMS reminders about unpaid invoices. The feature is in beta, and not everyone has it yet.
The SMS is sent to the number in the Phone field under Administration → Company details → Contact info. If you want to receive reminders by SMS, enter a mobile number there – not a switchboard or landline. If no number is entered, we don't send an SMS.
Running an accounting firm with several clients?
Each client in Catacloud has its own billing contact. For clients that are not part of the firm's consolidated invoice, you change the invoice recipient in exactly the same way – inside that client's account, under Administration → Billing → Change billing settings → Settings.
Clients that are part of a consolidated invoice are billed together to the firm and are not managed per client here.
When should you contact us?
Do you want to set up or change a consolidated invoice for several clients, or are you unable to change the billing contact? Get in touch with us in the chat. Give us the company name and the email address the invoice should be sent to, and we'll help you.