Setting Up Outgoing Billing Email Address

When Client Invoices are Approved, they are now ready to be sent to your Client Companies. As a default setting, Discovery dispatches emails containing attached invoices using an email address associated with discoveryapp.io. You can override this setting and send out emails from an email address of your choice given you have ownership of the email address.

To send Client Invoice emails from a different email address, a validation process is required to confirm ownership of the new email address and grant permission to send emails on your behalf from that address. Here's how to complete this process.

1
Navigate to Settings by clicking on your name in the upper right-hand corner of Discovery. Click on Settings.
2
On the General settings tab, scroll down to the Billing Information section.
3
Under Billing Email, click on Manage Email.
4
On the next page, replace the default email address with the desired email address. Click Start Verification.
5
From there you will be guided through a series of sequential steps to:

  1. Determine your domain provider
  2. Add DNS records for sending email
  3. Add DNS records for tracking email
  4. Verify Domain

Once all steps are complete, any outgoing Client Invoice emails will be sent from the new email address.

If you have additional questions or need more in depth information, please feel free to send us a message using the help beacon in the lower right-hand corner.