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Version: v2.x

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.

Collaborators tab

After entering their email, select Admin as the collaborator type, then select the Billing Owner privilege.

User Collaborator with Billing Owner Privilege
Note

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.

Add Billing Owner Privilege

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.

Projects invited to handle billing for

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:

Remove billing owner collaborator
Note

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.

Click billing owner collaborator

Remove the Billing Owner privilege for that user and click Update.

Remove billing owner privilege

Resend billing owner invitation

If you have invited a billing owner, you can click on the Invited button to resend the invitation.

Resend billing owner invitation