Account and billing
Who sees and manages billing
Billing doesn’t follow your role in the organization. Only the account’s billing contacts see Settings › Plan and billing: the billing account owner (usually whoever created the account) and people with billing access. Everyone else sees “Only for billing managers.”
A billing account and an organization are not the same thing
The organization is the operation: inbox, funnel, team, integrations and reports. The billing account is who pays, and it can have one or several organizations (on the Agency plan, for example, one per client). That’s why being a manager, or even the owner, of an organization doesn’t give access to invoices: access is granted on the billing account.
What each person can do
| Action | Account owner | Billing access | Everyone else |
|---|---|---|---|
| See plan, usage, invoices and payment method | Yes | Yes | No |
| Pay invoices and use Subscribe now | Yes | Yes | No |
| Add, change or remove a card and turn on automatic charges | Yes | Yes | No |
| Change plans | Yes | No | No |
| Enter or change the CPF or CNPJ | Yes | No | No |
| Receive billing emails | Yes | Yes | No |
People who don’t handle billing don’t see Plan and billing in the settings menu. If they open the address directly, they see “Only for billing managers – The plan and billing are handled by the account owners and billing contacts. Ask one of them for access.”
What about managers?
Organization owners and managers don’t see invoices, but they are notified when usage reaches 80% and 100% of a limit (by email and by the banner at the top of the dashboard). For them, the banner ends with “Contact whoever manages billing for the account.” instead of the View plan button. Salespeople don’t see anything related to billing.
Example: owner and finance
At Example Co. (fictional data), Ana created the account and is the billing owner. She asked for billing access for finance@example.com, who can now see the invoices, pay the monthly boleto and change the card. When the company needed to upgrade to Growth, Ana was the one who clicked Switch to this plan. Paula, the operations manager, never saw the invoices, but she got the email when the team reached 80% of its users.
How to give someone billing access
There’s currently no screen to add or remove billing contacts. To give your finance team access or change the account owner, talk to us with the account email.
Didn’t work? See…
- I’m the business owner, but I see “Only for billing managers”: you’re in an organization that belongs to another billing account, or someone else created the account. Check the organization switcher (how to switch).
- “Only the account owner can change the plan.”: you have billing access. Ask the owner, or see How to change plans.
- I see “Managers only” on other screens: that’s a different rule, based on your role. See Managers only.
Frequently asked questions
Can the organization’s manager see the invoices?
No, unless they have billing access on the account. Billing access doesn’t depend on the role in the organization.
Can I have someone just for finance?
Yes. Billing access can see and pay invoices and manage the card, but can’t change plans. To set it up, talk to us.
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