Click on images to expand in a new tab.
Overview
This guide explains how you can change the email address that receives invoices from AdviserLogic. Updating your invoice email ensures that billing notifications reach the correct email address.
How to Raise the Request
The Practice Champion can submit a request through the Help Centre to have the invoice billing email address updated.
Select Invoice Query - Request Form from Create a ticket
Select the Other option from the drop-down under Type of Invoice Query
Enter the new email address that you would like us to update for invoice billing.
Once details are entered, select the Create Ticket button to submit the request.
Verification and Refund Process
After your request is submitted, the support team will get the email id updated and verified. Once verification is finished, you will receive a confirmation that the change has been completed on the same ticket.
From the next billing cycle onward, all invoices will be delivered to the newly updated email address.
📌Note
Only the Practice Champion can submit a ticket to request the creation of an Auditor login and can track the progress of the request through the Help Centre.
The Practice Champion can also email us at [email protected] with the transaction details
If other staff members need to submit a request or follow up on its status, they can do so by emailing [email protected] and copying in the Practice Champion.