Overview

To ensure your organization receives invoices and financial notifications promptly, it is important to keep your Billing Administrator details up to date. This process is a two-part sequence: first, creating the Billing Admin, and second, designating them as the primary billing contact.

Step 1: Create the Administrator

Before a user can be assigned to billing, they must exist in your portal with the correct permissions.

1. Navigate to Settings in the left-hand menu.

2. Select Administrator.

3. Click the Create New button.

4. Enter the user’s First Name, Last Name, and Email Address.

5. In the Role dropdown menu, select Billing Admin.

1. Click Save.

Step 2: Updating the Company Billing Contact

Once the user has been created, you must officially designate them as the contact for automated financial communications.

1. Under Settings below the Administrator tab, select Company Information.

2. Locate the Billing Contact field.

3. Click into the field to activate it and select the newly created administrator from the dropdown list.

   1. You may need to deactivate the "Same as technical contact" field to update billing contact.

1. Save your changes.

Note: Once this is saved, this administrator will automatically receive all system-generated emails whenever an invoice is triggered.

Troubleshooting & Tips

• Centralized Billing: We recommend using a shared alias or distribution email (e.g., accounting@yourmsp.com) as the email address if you want multiple team members to have access to invoice notifications. Only one email billing recipient can be established in the system.

Updated March 05, 2026 19:07