Route an organization's invoices to a billing email

This guide shows you how to send an organization’s invoices to the right inbox. That’s usually the accounts-payable (AP) address, not a personal one.

Who can do this: Admins who can edit an organization’s members.

Before you start

Open the organization’s record.
Know the email address where invoices should go (for example, the accounts-payable inbox).

Steps

On the organization’s record, open the Overview tab and find the Billing routing card.
If no billing address is set yet, select Add billing role.
Enter the accounts-payable email in the box that appears.
Select Add. If MapleGather asks you to confirm it’s you, select Confirm identity and sign in again — adding a billing address is a sensitive change, so it needs a recent sign-in. You’ll come back to the record; select Add billing role and enter the address again.
Changing a billing address that’s already set isn’t available yet: the Billing routing card has no change control once an address is set, and the organization’s edit page has no email routing section.

The card names both destinations, so the split is clear. Invoices go to the billing address. General and lifecycle email goes to the main (primary) contact.

Verify

You’ll know it worked when the Billing routing card reads “Invoices for this organization go to” your accounts-payable address, marked “(billing role)”. New invoices for the organization will go there.

Good to know

If no billing address is set, invoices fall back to the organization’s main (primary) contact.
A billing address you just added may show “pending verification.” Invoices route there once it’s verified; until then they fall back to the primary contact.
Organization contacts route one invoice to one address. Per-seat billing and mid-cycle proration aren’t part of organization contacts — those arrive with corporate memberships, a separate feature.

If something goes wrong

“Add a billing role to route invoices to accounts payable” — no billing address is set yet, so invoices fall back to the primary contact. Select Add billing role to add one.
“This organization has no billing or primary contact” — neither address is set, so invoices have nowhere to go. Select Add billing role to add the accounts-payable address, or add a main contact so invoices can be delivered.
“Adding a billing role needs a more recent sign-in.” — you closed the sign-in prompt, so the billing address wasn’t added. Select Confirm your identity to try again. If the note says to reload the page instead, write down the address you typed, reload, and start over.
“A billing or primary email is required for an organization with active subscriptions” — you can’t remove the last billing or primary address while the organization has active memberships. Add a replacement address first, then remove the old one.