You can add up to 6 billing contacts to your Retently account (if this feature is included in your plan). Billing contacts are additional recipients for billing and subscription-related notifications, ensuring that the right people in your company are informed about account and payment events.
About Billing Contacts
Billing contacts are not users in your Retently account. They do not consume user seats and cannot access your Retently workspace. Their role is limited to receiving specific email notifications based on their assigned category.
You can add existing users as billing contacts if needed, but there is no requirement to re-add the account owner, since the owner automatically receives all billing and account notifications by default.
Adding a Billing Contact
Go to the Billing Contacts page.
Click Add Billing Contact.
Enter the email address of the contact.
Choose their role(s):
Billing
Account
Click Add Contact.
You can add up to 6 billing contacts in total.
Notification Types
Each contact can receive Billing emails, Account emails, or both, depending on the selected roles.
Account Emails
Purpose: To inform about subscription and customer-related events.
Examples:
Subscription trial ending
Subscription renewal
Subscription changed or cancelled
Billing Emails
Purpose: To handle financial transactions and provide payment-related information.
Examples:
Invoice receipt
Payment succeeded or failed
Payment refunded
Card expiring or expired
Account Owner Notifications
The account owner always receives both billing and account emails. This cannot be turned off.
If the owner no longer wishes to receive these notifications, they can either:
Transfer account ownership to another user, or
Change the owner’s email address in the account settings.
Summary
You can add up to 6 billing contacts.
Each contact can be assigned to Billing, Account, or both roles.
Billing contacts do not consume seats and cannot log in to Retently.
The account owner always receives all notifications by default.