As a merchant, you may want to add or remove users to the billing and reporting notifications card within your dashboard. The intent of this article is to outline how to manage the recipients of billing and reporting notifications.
Add recipients to billing notifications
- Log in to your merchant account.
- Tap Settings from the menu on the left.
- Add up to 10 email addresses on the Billing Notifications card.
- Adjust the frequency of the emails sent.
- Tap Update button.
Add recipients to reporting notifications
- Log in to your merchant account.
- Tap Settings from the menu on the left.
- Add up to ten email addresses on the Reporting Notifications card.
- Adjust the frequency of the emails sent.
- Tap Update button.
Actions that trigger billing emails
The frequency settings specified on your account may affect email notifications. Billing emails could include the following:
- Invoice generated
- Sales receipt generated
- Payment successful
- Payment declined
- Approaching due date on the invoice
- Invoice past due
- Paused service
- Terminated service
- Unpaused service
Reports sent to Share A Refund merchants
Share A Refund sends you a monthly report that provides an overview of your merchant account and important metrics like the number of new customers, the number of shipments audited, the number of open invoices, revenue generated, etc. This is sent on the 1st of each month. A second email includes the merchant invoice, and details each amount with reference to the customer invoice number for each line.