Updating your billing contact? Easy-peasy. Whether you're delegating billing duties or just making sure the right person gets those all-important invoices, here's how to make the switch:
Step-by-Step: Update the Primary Billing Contact
Open the Menu
From your dashboard, click the Main Menu (hamburger menu on the upper right).Select Account Details
Click on Billing Information
Inside the Account Details section, head over to Billing Information, found in the Account Plan & Billing section.
Locate the “Manage Primary Billing Contact” Section
This is right at the top of the Billing Information page.Choose Your New Billing Contact
Use the dropdown menu to select the person who should now handle billing communications.Click “Update Primary Billing Contact”
Hit that button to seal the deal and save your changes.
And voilà! Your new billing contact is officially in charge.
A Quick Note About Billing Roles
By default, the Account Owner is set as the primary billing contact when your account is first created. Changing it here will replace that default.
Need more than one person receiving billing emails or invoices? No problem—just reach out to our Support team and we’ll help set that up behind the scenes.
Still Have Questions?
If anything doesn’t look quite right or you’re unsure about a step, give us a shout. Our support team is here to help—no question is too small.