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Invoice Settings

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 As an admin, you can edit and update the following fields in your Talkdesk invoices:

 

Invoice_1.png

-       Bill To Company Name

-       Bill To First Name, Last Name

-       Bill To Email (primary Bill To email address to receive and take ownership of invoices)

-       VAT (Optional Value Added Tax number applicable to EU customers)

-       PO Number (Optional Purchase Order number related to Talkdesk for display on invoices)

-       Additional Email Recipients to receive invoices



To edit your invoices settings:

Invoices_Tab-Settings_Edit.png

  • Log into your Talkdesk account as an Administrator.
  • Click the "Admin" section [1] at the top of the page.
  • Select the "Invoices" tab [2].
  • Click the "Edit" button [3] next to the Invoices Settings.

Invoice-Settings-Form.png

  • Update any required field(s) and Save your changes.

 

NOTE: Any changes to the fields above will be reflected in future invoices only.

If you'd like to make changes to invoice fields not listed above, please reach out to billing@talkdesk.com.

 

By default, all Admin users with permissions to access the Billing section are set to include the ‘Edit’ and ‘View’ role permission and have the ability to edit Invoices settings, access and download invoices however, you can decide to restrict these permissions only to a selected groups of admins.

 

Defining and Editing Permissions for Talkdesk Invoices tab 

To configure which of your users should be able to access your Invoices tab, follow these steps:

Team_Roles.png

  • Log into your Talkdesk account as an Administrator.
  • Select the "Admin" section at the top of the page [4].
  • Click the "Roles" tab [5].
  • Click the "Pencil" icon [6] in the permissions column next to the role you would like to change.
  • A window will pop up with options for configuring this team role:

Invoice_Tab-Role_Permissions.png

  • Select the Administrator tab [7].
  • Make sure the boxes under View and Update next to the Billing tab are unchecked, if you do not wish to allow users to be able to edit settings, view or download invoices [8].
  • To configure the scope of data team members can view in each specific Talkdesk tab, select from the dropdown menu next to "Scope".
  • Click "Save" to apply the settings.

 

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