For: Admins
Change who receives billing emails
Send your subscription's receipts and payment notices from Stripe to someone other than the person who created the hub.
In this article5 sections
Your hub's billing email is where Stripe, which handles your CaseActive subscription, sends its emails about payments. It starts as the address of whoever created the hub. Change it if someone else, such as your bookkeeper, looks after your invoices.
Open billing
In Settings › Billing & Subscription, scroll to Billing Email.
Enter the new address
Replace the address in Invoices & receipts go to. It can be anyone's, such as accounts@demoinjurylaw.com; they don't need to be in your hub.
Save it
Choose Save changes. Once it's saved, the button greys out again.
Only Admins can change it.
What happens next
From then on, Stripe emails a receipt for each payment to that address, and warns it when a payment fails. Nobody is told of the change, the old address included.
Notices from CaseActive that your trial is ending without a card, or that a failed payment has locked the Admin PanelAdmin Panel The staff-only side of a hub, opened with the Admin button, where the firm manages cases, users, templates, automations and settings., still go to your Admins and Managers. Its emails saying an unpaid hub's LobbyLobby The home screen of the portal, showing your cases, announcements, inquiries and the firm's office locations. is now read-only, or that the hub will be deleted, go to your Admins only. To see past invoices, see Download your subscription invoices.
If something goes wrong
- "Enter a valid email address." Type the whole address, such as accounts@demoinjurylaw.com.
- "Billing email could not be updated. Please check the address and try again." Stripe refused the address. Check it, or try another.
- "Please enter valid payment information before proceeding" A payment is failing, so the billing email can't be changed until it's paid. See Unlock the Admin Panel after a failed payment.