Billing Owner
Introduction
You can invite a billing owner to take responsibility of the project's invoicing. The Collaborators
tab displays the
current user who is in charge of project billing as well as the user who has been invited to take on the billing owner
responsibility.
Invite a billing owner
Invite a new collaborator as billing owner
Click Invite a Collaborator
to invite a new collaborator as a billing owner by their email.
After entering their email, select Admin
as the collaborator type, then select the Billing Owner
privilege.
Only a single invitation can exist at a time for a billing owner. If an invitation already exists for a billing owner, please revoke that invitation and then invite another user.
Invite an existing collaborator to become billing owner
Click on the collaborator you want to invite as a billing owner.
Under the user's existing collaborator type, check the Billing Owner
privilege and click Update
.
Accept / reject billing owner invitation
You can see the projects that you have been invited to handle billing for on the project listing page and choose to either accept or reject them.
Remove a billing owner
Remove billing owner completely as a collaborator
Only the owner of a project can remove a collaborator with billing owner privilege and take back the responsibility of billing for their project.
To remove a billing owner, click on the billing owner collaborator and then click on the remove icon on the top right:
If the billing owner collaborator has other privileges apart from Billing Owner
, following the above steps will remove
all those privileges too. In case you only want to remove the Billing Owner
privilege, follow the steps under
Remove Billing Owner Privilege.
Remove only billing owner privilege for a collaborator
Only the owner of a project can remove a collaborator's billing owner privilege and take back the responsibility of billing for their project.
To remove a collaborator's Billing Owner
privilege, click on the billing owner collaborator.
Remove the Billing Owner
privilege for that user and click Update
.
Resend billing owner invitation
If you have invited a billing owner, you can click on the Invited
button to resend the invitation.