Edit Receipt Recipient

Overview

The user that receives the monthly receipt for payment can be adjusted directly in your Floify account.

 

How to Use

From your loan pipeline, navigate to Settings and then Credit Card:

 

 

Screen_Shot_2020-08-28_at_11.05.59_AM.png 

 

Select the Edit Receipt Recipient option:

 

 

Screen_Shot_2020-08-28_at_11.12.56_AM.png

 

 

Enter the email address to update. Make sure you select Save to confirm the change:

 

 

Screen_Shot_2020-08-28_at_11.13.05_AM.png

 

 

 Success! All future recipients will come to this email address.

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  • Name and social security number does not work on Terry

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  • Name and social security number does not work on Terry

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