Adding a Billing Contact
To add a contact, click “Add Contact” on the right-hand side of your customer portal. You can then add contact information and select the appropriate Role. If you want that contact to receive invoices and past-due notices, check the “Billing Contact” box. Only contacts labeled “Billing Contact” will receive emails when invoices are created or an invoice is past-due.
Editing a Billing Contact
From your customer portal, you can edit your contacts: