Managing Billing Contacts

Billing contacts decide who receives invoices and billing notifications for your account. You manage them under Billing Contacts in the Settings menu, where you can add, edit, and remove contacts and choose which one is primary.

Open billing contacts

In the top toolbar, open the Settings menu (the gear icon) and choose Billing Contacts. Managing contacts requires the billing management permission.

Add a billing contact

1. Click Add Contact.
2. Optionally link the contact to an existing account user. Selecting a user fills the email and name automatically. Leave it unlinked to enter an external contact by hand.
3. Enter the Email Address, which is required, and optionally a Name.
4. Tick Set as primary billing contact if this contact should receive billing communications first.
5. Click Add Contact to save.

The first contact you add becomes the primary contact automatically.

Set the primary contact

Each account has one primary billing contact, which is the first recipient of all billing communications. When you mark a contact as primary, the previous primary is unset automatically, so there is always exactly one.

Edit a billing contact

Use the edit icon on a contact row to update its linked user, name, email, or primary status. Save the changes with Update Contact.

Remove a billing contact

Use the delete icon on a contact row to remove a single contact, or select several and use the bulk delete action. If you remove the primary contact, ISO Mate automatically promotes another remaining contact to primary, so your account is never left without one.

What billing contacts receive

Billing contacts receive the billing communications for your account, including:

• Invoices: new invoices as they are issued
• Payment updates: payment confirmations and failed payment alerts
• Subscription changes: updates when your plan or subscription changes
• Renewal reminders: notice of upcoming renewals

Export the list

Use the Export menu to download your billing contacts as CSV or PDF for record keeping.

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• Managing Your Subscription

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