Managing Billing Contacts

If there is someone else in your organization besides the master user that should be copied on billing communication (i.e. your Accounting team or the Treasurer), you'll want to set up billing contacts.  

Email Address: If you provide us with the email address of a billing contact, they'll be copied on any purchase receipts, invoices, and subscription changes from your account.

Phone Number: If you provide us with a phone number of a billing contact, they will receive billing-related communication from our Accounting team in the event of a payment issue or outstanding invoice. 


You can manage your billing contacts through the Settings section of your account using the steps below.

Add

  1. From the Settings page, click Billing from the list on the left.
  2. Click +Add Billing Contact to add a new contact. [Email address is the only required field.]
  3. Click Save.

Edit

  1. From the Settings page, click Billing from the list on the left.
  2. Hover over the row of the contact you'd like to edit and click the pencil icon to update the contact record.
  3. Make your desired changes then click Save.

Delete

  1. From the Settings page, click Billing from the list on the left.
  2. Hover over the row of the contact you'd like to remove and click the trash can icon to delete the contact record.
  3. Confirm your choice by clicking Yes, Delete.
You can also use the magnifying glass to search for a particular billing contact.

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