At the top, click the Company info tab.In your HubSpot account, click your account name in the top right corner, then click Account & Billing.The following users will receive invoice notifications: Primary Account Contact, Billing Contacts and the Decision maker. How do I change which user receives our invoices? Please note: if you want to change your contract from invoicing terms to credit card terms, or vice versa, please reach out to your Customer Success Manager. Learn how to make changes to your billing information. If the payment method is shared, any user with access can make changes. If they have not done so, only that user can make changes to the payment method, but other admins can view the information. When adding new payment methods, admins have the option to share the method with other admins in your account. Who can update billing information?Īnyone with Modify billing & change name on contract permissions can view and update billing information. Learn more about marketing contacts billing. If you have marketing contacts, exceeding your contact tier limit will result in an immediate bill. ![]() If you are unsure of your Customer Success Manager's contact information, reach out to HubSpot Support by clicking the Help button in the bottom right of your account. If you are a Marketing Hub Professional, or Enterprise customer, please contact your Customer Success Manager for more information. After that, for Marketing Hub Starter or Sales Hub Starter and Professional accounts, your billing cycle will close on the same day of the month as your first payment. When will my card be charged?įor Sales Hub, Service Hub and Marketing Hub Starter accounts, credit cards are charged when payment information is entered. Learn more about where to find and download your invoices and receipts. You can also view your invoices and receipts within your HubSpot account. Upon making a payment, a receipt will be sent to the billing administrator of your account. If your contract is established on invoicing terms, an email with your invoice information will also be sent to the billing contact of your account. Billing and payment questions Where do I find my invoices and payment receipts?Īt the start of your billing cycle each month, you'll receive an invoice in your account. It's difficult and cumbersome to edit bills.Find answers to common questions about billing information in your account. The online pay system is more expensive than other providers. The sales team is clearly required to have the customers on the hook for two months to get their commission and the tech team is also trying to get you to invest as much time as possible to make the decision to leave more painful. They would constantly make promises that they would get it fixed, then come back a week later and still had no idea what they were doing. And a different form for married or unmarried people. Could not make form fields optional so you had to have a different form for a family with one kid, 2 kids, 3 kids, etc. After speaking with countless people and departments at Clio, they finally admitted that there system only pulled the main contact in, that their forms only allowed one contact to be pulled in. I told our IT team to hold off on form generation for the new website because Clio would handle it. I spent countless hours over 2 months setting up the system and creating forms. Was told that it was routinely done and that lots of estate planning attorneys used Clio solely because of its integration with WealthCounsel. ![]() I was specifically told that Clio Grow would allow me to create forms that would then integrate into Wealthcounsel.
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