Setting Up Billing Contact Preferences

This article shows you how to set up billing contact preferences in your Web60 account.

Accessing Your Billing Contact Settings

1. Log into your Web60 Portal at web60.ie/portal
2. Click on "Account Settings" in the left menu
3. Select "Billing Contacts" from the options
4. You'll see your current billing contact setup

Setting Your Primary Billing Contact

1. In the Primary Billing Contact section, enter the email address that should receive all invoices
2. Add the full name of the person responsible for billing
3. Include their phone number for urgent billing matters
4. Select their role from the dropdown (Owner, Finance Manager, Accountant, etc.)
5. Click "Save Primary Contact"

The primary contact receives invoices, payment confirmations, and failed payment alerts.

Adding Additional Billing Contacts

1. Scroll down to "Additional Contacts"
2. Click "Add New Contact"
3. Enter their email address and full name
4. Choose what notifications they should receive:
   • Invoice copies
   • Payment reminders
   • Account alerts
   • Renewal notices
5. Set their notification timing (immediate, daily digest, weekly summary)
6. Click "Add Contact"

You can add up to 5 additional billing contacts.

Setting Up Billing Alerts

For more control over billing notifications, you can set up billing alerts for specific events like payment failures or upcoming renewals.

Managing Contact Preferences

1. To edit existing contacts, click the pencil icon next to their name
2. To remove someone, click the red X icon
3. To change who receives what notifications, use the checkboxes next to each contact
4. To pause notifications temporarily, toggle the "Active" switch off

Changes take effect immediately for new notifications.

Setting Emergency Contacts

For critical account issues, you should also set up emergency contacts who can be reached outside normal business hours.

Updating Your Business Details

If your business name, address, or VAT number has changed, you'll need to update your business details separately from your billing contacts.

If you're still stuck, contact Web60 support through your portal or email hello@web60.ie.

FAQ

Q: Can I use different email addresses for invoices and payment reminders?

A: Yes, you can set different contacts for different types of billing notifications using the additional contacts feature.

Q: Will changing my billing contact affect my login email?

A: No, your billing contact email is separate from your account login email. To change your login email, see our guide on changing your account email address.

Q: How quickly do billing contact changes take effect?

A: Changes are immediate for new notifications. Any emails already scheduled will go to the previous contact.

Q: Can my accountant receive copies of all invoices?

A: Yes, add your accountant as an additional billing contact and select "Invoice copies" in their notification preferences.

Q: What happens if my primary billing contact email bounces?

A: Web60 will try to contact additional billing contacts. If all emails fail, we'll send alerts to your main account email.

Q: Can I turn off all billing emails?

A: No, you must have at least one active billing contact to receive invoices and important payment notifications.

Q: Do billing contacts have access to my Web60 account?

A: No, billing contacts only receive emails. They cannot log into your account unless you separately grant them access through team management.