Handle a billing email change request

Finance teams often ask to move invoices to a shared address. A short verification step keeps invoices from reaching the wrong person.

Last reviewed October 14, 2026

Confirm the request is genuine

Check it comes from an admin or the account owner, not an unknown sender.

Get the full address and whether it replaces the old one or adds to it.

If it is a group address, confirm it can receive attachments and links.

Change the address and send a copy of the latest invoice to it.

Tell them what changed and which invoices will go to the new address.

Say whether earlier invoices can be resent on request.

A message from an admin on the account is usually enough. Ask for more if the request looks unusual.

Yes, if your billing setup allows copies. Ask which they prefer.

Only if you resend them. Offer that.

Written by Flatdesk, a help desk for small support teams at one flat price per agent. Try it free for 14 days, no card.