Invoice Emails

Koho will send an email when your invoice has been issued. This email will be sent to the email address of the user who is selected as your company’s billing contact. They will receive all of your invoice related emails.
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This invoice email will contain a link to view and pay the invoice without logging in. Koho recommends that you log in so that you can use your saved payment methods for quick invoice payments.
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Koho also sends an email if your automatic payment fails.

How to Set up a Billing Contact

You will want the correct person in your company to receive the invoice emails. You will want to add this person as a team member so that they have their own Koho account that they can log in and see the invoices, manage payment methods and make payments.

1. Click your name in the top right corner of the page. It will give you a dropdown of options.
2. Select “Payment Methods”
3. Now you are viewing the manage payment methods page
4. Scroll down to the billing contact section
5. Select from the dropdown of team members who you wish to be the billing contact
6. It saves this change on field exit

If you don’t see the team member that you wish to be the billing contact, you will need to add them. You can click “Team Member” from the right side menu and add them there.
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There always has to be a billing contact, if you do not select someone, this will default to the first manager added to your Koho account. If there is no manager, then this will default to the first team member added to your Koho account.

How to add a team member

1. Click your name in the top right corner of the page. It will give you a dropdown of options.
2. Select “Profile”
3. In the menu on the right side, select, “Team”
4. Click “Invite Member”
5. Enter in their name, job title and email address
6. Click “Invite”