Updating Invoice Recipient Information

Changing the Recipient Shown on a Plan-Managed Invoice PDF

The Who should be listed as the recipient? setting changes the To section printed on plan-managed invoice PDFs. It does not change who receives the invoice email.

Plan-managed invoice emails continue to go to the Plan Manager's primary invoice email. Any configured additional invoice emails are copied according to the invoice email rules. This remains true when the PDF lists the Participant as its recipient.

New accounts start with Participant selected for the PDF. To review or change the setting:

1. Open Settings > Invoices. You need permission to view settings to open the page and permission to update settings to change it.
2. On the Invoice Settings card, click Edit.

3. Under Plan Managed Invoices, choose Plan Manager or Participant for Who should be listed as the recipient?
4. Click Update.

With Plan Manager, the Plan Manager is shown in the PDF's To section.

With Participant, the Participant is shown in the To section and the Plan Manager is shown separately as the Plan Manager.