Keep the right people in the loop
Add bookkeepers, managers, and team members as contact persons on any customer account. They receive copies of billing and account emails — no portal access needed.
Contact Persons
3 of 10 contacts added
Two ways to manage contacts
Contact persons can be added by your customers through the portal, or by you from the admin dashboard. Either way, it takes 30 seconds.
Customer self-service
Customers manage their own contact persons directly from the portal.
Admin management
You add and manage contact persons from any customer's detail page.
Two notification categories
Each contact person chooses exactly which emails they receive. Billing contacts get invoices. Technical contacts get subscription updates. No noise, just the right emails.
Billing Emails
Everything related to money — invoices, payments, reminders, and mandates.
Account Emails
Service and subscription updates — orders, fulfillment, and status changes.
Contact persons receive CC copies only — the primary customer always remains the main recipient.
Six roles for easy identification
Assign a role to each contact person so you always know who handles what. Roles are descriptive labels — they don't restrict which notifications a person can receive.
Default role for general contacts
Handles payments and invoicing
Accountant or bookkeeper who needs invoice copies
IT or technical contact for service-related updates
Manager or director who oversees the account
Support contact for operational matters
Why contact persons matter
Every business has more than one person involved in billing. Contact persons ensure the right emails reach the right people — automatically.
Zero forwarding required
Bookkeepers automatically receive invoice copies. No more 'Can you forward me that invoice?' emails cluttering your inbox.
Reduce billing support
When the right people receive the right emails, questions about payment status and invoice details drop dramatically.
Flexible notification control
Each contact person toggles exactly which email categories they want. Billing-only, account-only, or both. They control it, not you.
No extra cost or setup
Contact persons are included in every PayRequest plan. No per-seat pricing, no add-on fees. Up to 10 contacts per customer.
Common setups
See how businesses typically configure contact persons for their clients.
Agency with client bookkeeper
Bookkeeper automatically receives every invoice copy. Account manager stays informed on subscription changes.
Hosting provider with technical contact
IT admin gets subscription and service updates. Finance team handles invoices and payments separately.
SaaS company with multiple stakeholders
Each stakeholder receives only what's relevant to their role. Zero information overload.
Good to know
Frequently asked questions
No. Contact persons only receive email copies (CC). They do not have portal login access. Only the primary customer email can log into the portal.
No. Contact persons are linked to an existing customer account. They are not separate customer records and don't appear in your customer list.
Contact persons are managed per customer. There is no bulk-add feature. Customers can self-manage their contacts through the portal, which reduces your workload.
They immediately stop receiving email notifications. No emails are sent to notify them of the removal.
Yes. Customers can add, edit, and remove contact persons from the Contact Persons page in their portal. You can also manage them from the admin dashboard.
No. Contact persons are included in the PayRequest Business plan at no extra charge. You can add up to 10 contact persons per customer.
Start managing contact persons today
Give your clients the ability to add bookkeepers, managers, and team members who need billing notifications. Included in every PayRequest plan.