Adding your finance/accounts team to Waybook ensures they receive invoices, have access to billing reminders, and allows us to know who should receive any VAT invoices. Below, we'll show you how to ensure they are getting these emails.
Inform our support team that you want to add your finance/accounts team members to Waybook. Provide the email addresses of the team members you wish to add. Our support team will assist you in ensuring they are receiving your invoices moving forward.
Please also let us know your preferences regarding VAT information to our support team. Our support team will make sure you receive all the necessary information moving forward.
Once confirmed with Waybook support, communicate with your finance/accounts team to inform them of the setup and any additional information they may need. Encourage them to reach out to our support team if they have any questions or require further assistance.
Congratulations! Your finance/accounts team is now seamlessly integrated into Waybook, ensuring smooth communication and collaboration regarding billing and invoicing matters.
If you have any questions or need assistance at any stage, don't hesitate to contact our support team. We're here to help! 😊