The Settings page is where you can manage member permissions and schedule Settlement reports.
For scheduling settlement reports, here's the process:
- Navigate to Settings>Scheduled Reports
- Click Schedule Report
- On the pop-up, type in the recipient email address, and frequency (the default is Daily, but you can also select Weekly and Monthly).
- Click Add Email Address.
You'll then see a confirmation pop-up appear briefly.
If you'd like to remove someone from receiving the Settlement Report, simply click on Remove. They'll stop receiving all future Settlement Reports.
To understand when the Settlement Report gets sent and how to interpret them, please visit this article.