How do I add Billing Contacts to my account?
Adding billing contacts
Billing contacts receive all billing emails for your account, such as invoices and payment notifications. They do not get access to the platform.
To add a billing contact:
- Click "Settings"
- Click "Payments"
- Click "+ Add"
- Enter the contact's First Name, Last Name, and Email
- Click "Save"
You can add more than one Billing Contact. Each one will receive all billing emails.
Once saved, the new contact appears in your list under Settings > Payments and will start receiving billing emails from that point forward.
Keeping your billing contacts up to date helps ensure the right people on your team receive invoices and payment notifications.
Adding someone as a Billing Contact only sends them billing emails. It does not give them access to log in to or use the platform. If they also need platform access, they'll need to be invited separately as a user.