Accessing Self Service Portal
If you are looking to instantly access your billing record or have small changes and updates to make within your account, you can use the Self Service Portal. Here you'll be able to view and print invoices, update billing information, edit purchase orders, and much more. You must be established as an administrator of a Corporate account or as a billing contact to have access to the Self Service Portal.
Important: If you want to add a new payment method, modify an existing payment method, or change your default payment method in the Corporate Billing Portal, you'll be redirected to the Payment methods page in GoTo Admin Billing to update your payment methods. Once you're redirected, GoTo Admin will become your default billing portal and you will no longer have access to the Corporate Billing Portal. Using GoTo Admin won't change any of your billing info or permissions. With GoTo Admin Billing, you can view your invoices, accept quotes, manage subscriptions, and review and update other billing info.
You can take the following actions from the
Self Service Portal:
- View and print invoices
- Update invoice delivery method (email only)
- Update billing information
- View, accept, and reject quotes
- Add invoice contacts
- Edit purchase orders and expiration dates
Establish Access to the Self Service Portal
Before you begin: You must know the email address of the administrator or billing contact listed on the account. If the email address is not recognized, access to the Self Service Portal will not be granted.