Managing Billing Contacts

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


When we contact Billing Contact 

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 a Billing Contact

  1. Go to your Settings → Billing page. (Only admin accounts may access this page)
  2. Click Add Billing Contact to add a new contact. [Email address is the only required field.]
  3. Click Save.


Edit a Billing Contact

  1. Go to your Settings → Billing page. (Only admin accounts may access this page)
  2. Find the Billing Contact you wish to edit and click the three-dot menu
  3. Click Edit.
  4. Make your desired changes then click Save.


Delete a Billing Contact

  1. Go to your Settings → Billing page. (Only admin accounts may access this page)
  2. Find the Billing Contact you wish to delete and click the three-dot menu 
  3. Click Delete.
  4. Confirm your choice by clicking Yes, Delete.
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