Portal User vs. Bill-To Contact - Overview

Portal Users vs Bill-To Contacts

Understand the key differences and who should have access

In FlexPoint, there are two key user types: Portal Users and Bill-To Contacts. Each serves a unique purpose, and it’s important to understand the distinction.

Portal User

• Access: Can log in to the client portal
• Actions: View invoices, make payments, manage payment methods
• Team Management: Can add or remove other portal users
• Notifications: Does not receive billing email notifications by default

Who should be a Portal User? Individuals needing direct access to invoices and the ability to make payments.

Bill-To Contact

• Access: Cannot log in to the portal
• Actions: Receives email notifications such as invoices, reminders, or receipts
• Notifications: Manages finances and payment tracking via emails

Who should be a Bill-To Contact? Typically the person or team responsible for managing finances, invoices, and payments within an organization.

Quick Feature Comparison

Feature	Portal User	Bill-To Contact
Can log into the portal?	Yes	No
Receives billing emails?	No	Yes