Datto Partner Portal

Contact & Billing Best Practices

It’s Datto’s top priority to deliver the best service and experience to our partners.
In order to ensure your orders are received properly, shipped on time, and billed
correctly, please follow the four easy steps below to confirm and/or update your
contact and billing information in the Datto Partner Portal.

Updating this data frequently will allow us to better serve you, reduce device
shipment times, and avoid account delinquency issues. After logging into the
portal, please follow the steps below:

Step 1: Update Your Contact Info

Revise your Email Alerts to update your Primary, Billing, and Sales/Marketing
emails and opt in to specific Datto communications you’re interested in receiving.

Admin > Settings > Email Alerts

Step 2: Update Your Billing Info
Update your Payment Methods section to add, edit or delete credit cards for
future hardware and service orders.

Purchasing & Billing > Credit Cards on File

Step 3: Manage Your Recurring Services

Manage your Services Billing settings and ensure you have a valid credit card on
file and that you have selected the correct card for recurring service payments.
Approved partners are able make payments for monthly recurring services via
Check or ACH. If you’re interested in doing so, please reach out to your Channel
Account Manager.

Purchasing & Billing > Service Billing

 Pro Tip: To use a new credit card for future recurring service, upload the valid card via Step
#2, select the highlighted drop down, and click the card you wish to apply future recurring
services to. At the bottom of your screen, click the blue “Go To Cart” button - this will
update your recurring payment for that device moving forward!

Step 4: Review Invoice Status

Review your Invoice Status to make sure you are up to date. If you would like an
aging invoice to be charged to your card on file, please reply back to this email
with the invoice # and last (4) digits of the credit card you’d like to be charged.

Purchasing & Billing > Invoices

For questions, concerns, or feedback please contact the Datto Finance Team
at billing@datto.com.

Thank you,

The Datto Finance Team

Corporate Headquarters Global Offices

Datto, Inc. USA: 888.294.6312
101 Merritt 7 Canada: 877.811.0577
Norwalk, CT 06851 EMEA: +44 (0) 118 402 9606
United States Australia: +61 (02) 9696 8190
partners@datto.com Singapore: +65-31586291
www.datto.com
888.294.6312 ©2018 Datto, Inc. All rights reserved.