The billing contact is the person that will receive all finance related communications from HubSpot.
To change the billing contact, you must be a Super Admin within the portal you are trying to change. Please note that only HubSpot users can be assigned as billing contacts. You can view how to add a user here.
The billing contact will receive HubSpot billing and renewal notifications, including invoices and receipts for Sales subscriptions.
To change the billing contact in HubSpot:
- Click on the drop down with your avatar and your company name in the top right of the HubSpot portal
- Click account & billing
- On the left hand side, click company info
- Select the appropriate HubSpot user against the billing contact.
You can also use this process to change the following contact points too:
Primary contact: the main person working with the account on a day to day basis. They will receive important account notifications.
Decision maker: approves HubSpot purchases, upgrades, and renewals. They will receive all important account notifications.
Onboarding contact: They will set up the HubSpot account through the on-boarding process with HubSpot - this could also be a Six & Flow contact.
Technical admin: They will manage all technical settings in this account, such as domain and integration changes.