Invoice payment reminders come from the user who sent the invoice. When a user leaves your team, you can move their invoices to another teammate. Future reminders will then come from that teammate instead.

Step-By-Step Instructions

1. Make sure the teammate taking over is a user on your account. If they are not, add them first.
2. Click the profile icon in the top-right corner of Safari Portal.
3. Select Settings from the dropdown menu.
4. Go to the Users tab.
5. Find the user who is leaving. Click the trash can icon next to their name.
6. The Delete User & Transfer Data window opens. Select the teammate who should take over.
7. Click Confirm.

Tips & Tricks 💥

• Future reminders use the new teammate's display name and reply-to email. These come from their Communication Preferences.
• Use the trash can icon to remove the user. Toggling their access off will not transfer their invoices.
• The departing user's Files, tasks, and other account data also move to the teammate you pick.
• Deleting a user does not change your billing. Reach out to our team if you need to remove a seat.

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