Invoicing and Account Access with

This brief article will cover account access and invoicing functionality with A user’s access to is restricted to the permission level and account access methods available to that user. This article will further detail these methods, and offer some tips and use cases on permission levels with regards to invoicing and general security requirements.

This tutorial assumes you are logged in as an owner or administrator user, and that your account has more than one user created.

Table of Contents:

Accessing Invoices

Account Details

Two Factor Authentication

Sending an Invoice

Designated User Privileges

Tips and Best Practices

Accessing Invoices


Account owners and administrators can access the Invoice page to view a history of all invoices attributed to the account. Click Billing>Invoices to see a reverse-chronological list of every invoice associated with the account.  

These users can click Invoice to see a copy of the invoice from, and current payment status will be listed under Response.

Please note: To change an account's owner, contact

The Account Details Screen


Your invoice will contain the account details for the Owner’s profile, even if the invoice is sent to another user. These details are accessible when you click Settings>Account Details.


From this screen, account Owners can edit the primary email address, first and last name of the owner profile, Company name, phone number, address, set the account timezone, and set two-factor authentication requirements.

New invoices will reflect any changes to the company details on this page. 


The invoice you will receive from uses information from the following fields:

  • Company
  • Phone
  • Address

Additionally, the invoice will contain the date issued and your invoice number as well as the company address and name of


Payment methods can be changed by account Owners only from the Billing Settings page.

Two-Factor Authentication


Two-Factor Authentication (2FA) offers Time-Based One-Time Password (TOTP) authentication for every account tier. This additional layer of security is an excellent alternative for accounts that do not utilize SSO, and is a highly recommended step in account security. 2FA can be enabled account-wide from the Account Details page: 


It is also possible to adjust individual 2FA permissions by user.

Once activating 2FA, users must first log out and re-enter the username and password to complete the setup of TOTP provider via either QR code or access key.


Upon successful setup, accounts with 2FA enabled will require 2FA for all future login attempts unless overridden by individual user.

Sending an Invoice from to a Specific User


Any user on an account can receive invoices regardless of account status.

Navigate to Settings>Users, then locate the user who should receive invoices from the list of registered users. Click the Actions>Edit, and tick the box to Send New Invoices Via Email from the User Edit screen. Checking this box will send future invoices via email directed to the address that belongs to the designated user.

Designated User Privileges


Invoicing in is privilege-based, meaning that only account Owners can change billing settings. This includes modifying or changing the primary credit card, debit card, or PayPal associated with the account, and changing subscription status.

Owners can designate a user (or users) to receive invoices via email, but those designated users cannot pay or respond to invoices.

Tips and Best Practices


Consider hierarchy when creating an account, especially for larger companies with more users attached to a single account. Owners are usually those able to make a purchase on behalf of your company, while administrators and user accounts can handle the functionality of creating checks and monitoring alerts.

Anyone on your staff that needs to view or process invoices internally can do so without Owner privileges. With email, these users don’t even need to log in to

Inspect Plan Usage


At any time, you may view the details of your plan usage for services. This screen will help administrators looking to maximize the value of with a quick overview of several important account metrics including:

  • Checks used
  • Available locations
  • Monthly SMS and Call numbers
  • Any SMS credits available
  • Number of users on an account
  • Availability of API, Content Matching, and Custom Branded Reporting services
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