Overview
Self-Service has been enabled to add, update, and/or delete billing contacts. Please note that this feature is currently available only to Customers with NO Cost Center Billing.
There are 2 Billing Contact roles that can be created and updated within the portal:
- Invoicing - This is the primary billing contact and or Accounts Payable mailer that will receive our PDF invoice via email for accounts on Net Payment terms.
- Accounts Payable: This contact is responsible for ensuring timely payment on invoices and will receive payment reminder notifications
- Please Note: Each account requires a minimum of one Invoicing and one Accounts Payable contact, with a maximum of 5 contacts for each. A single contact can be assigned both the Invoicing and Accounts Payable role. Also, this will not grant a user access to the My8x8 portal to view bills, only to receive monthly invoices. To grant portal access, please see Unable to Access Billing Tabs in the 8x8 Support Portal.
Procedure
From the Admin Console & the Billing Portal Accounts Payable Assistant
1. You can access Contact Management by logging into your 8x8 Application Panel and clicking on My8x8. Please note that both new and existing users must have the My8x8 permission to access the Billing Portal. To gain access, users should click on the My8x8 panel. This action will initiate the auto-provisioning process for Billing Portal access. Additionally, if a new user is granted access and attempts to log in, there will be a 24-hour delay before they can access the Billing Portal.
2. Click on the contact management option.
3. You can also access the ability to manage contacts through your Accounts Payable Assistant by selecting Contact Management from the 8x8 Support Center drop-down menu.
4. On the Contact Management page, it will display an existing list of billing contacts. If you need to create a new contact, click on Create New Contact.
5. Proceed by entering the new contact's information.
6. Use the arrows to provide the new contact with the required roles and click save.
7. The newly created contact will be displayed with the assigned roles.
8. To update and edit an existing contact, click the edit option on the required contact to edit information and roles.
9. Verify that the required fields are filled.
10. Add or remove the desired roles for the contact and click save.
11. The contact will be displayed with the updated contact roles.
12. You can delete existing users and their roles with the delete button associated with the user.