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How to add a Billing Administrator in Sonix

This article provides step-by-step instructions for setting up a Billing Administrator on your Sonix account.

Written by Pamela Bondoc

Important Notes

  • A Billing Administrator is free and does not require an additional paid user seat on Core, Advanced, or Pro plans, as well as legacy Premium and Enterprise plans.

  • Only one Billing Administrator can be added to an account.

  • Billing Administrators can view account invoices, add or remove users, and update billing information.

  • Billing Administrators cannot transcribe new files or access any transcripts.

  • Anyone who needs to transcribe files or access transcripts must have a user seat.

  • Only the Account Owner and the designated Billing Administrator can view billing information.

Step-by-Step Instructions

  1. Log in to your Sonix account and go to the My Account page.

  2. Select Manage Billing then click Create Billing Administrator.
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  3. Enter the administrator’s full name and email address, then click Create Billing Administrator.

Common Issues and Troubleshooting

What should I do if I receive an error when creating a Billing Administrator?

Double-check that the administrator’s name and email address are entered correctly, then try submitting the form again. If the error persists, contact Sonix Support and include the error message so the team can investigate.

What should I do if I entered the wrong email address for the Billing Administrator?

Any Admin on the account can update the Billing Administrator details through the account settings. If you entered the wrong email address, simply click Remove Billing Admin to remove the existing entry, then enter the correct email address to add the new Billing Administrator.

Why isn't the Billing Administrator receiving invoice notifications even though the email address is correct?

Ask the Billing Administrator to check their spam or junk folder and confirm that their email provider is not blocking messages from Sonix. You can also review the email notification settings under My Account → Update Email Preferences and ensure that notifications for new invoices are enabled.

What should I do if the Billing Administrator leaves my organization or no longer needs access?

Any Admin on the account can update or edit the Billing Administrator details through the account settings. Update the designation as needed to ensure that the correct person receives billing information and invoice notifications.

Frequently Asked Questions

Can I change the Billing Administrator later?

Yes. Any Admin on the account can update or edit the Billing Administrator details through the account settings.

Can the Billing Administrator access Sonix using their own email address?

The Billing Administrator can be added using their name and email address through the Billing Administrator setup process. The email address used to log in to Sonix and create the Billing Administrator does not have to be the same as the Billing Administrator’s email address. Any assigned Admin on the account can set up the Billing Administrator.

Will changing the Billing Administrator affect my existing transcripts or uploaded files?

Changing the Billing Administrator is intended for billing and account administration and does not itself change your existing transcripts or uploaded files.

Can I have separate Billing Administrators for different departments or teams?

No. Sonix allows only one designated Billing Administrator per account, so you cannot assign separate Billing Administrators for different departments or teams within the same account.

Does the Billing Administrator role occupy a paid user seat?

No. The Billing Administrator role is free for all current subscription plans and Enterprise accounts and does not occupy a paid user seat. If you only need access to invoices and billing management, you can assign yourself as the Billing Administrator and reassign your existing user seat to another team member.

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For further assistance, please contact Sonix support at [email protected] or through the chatbox located in the bottom right corner of our website.

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