Understanding billing receipts for accountants

  • Updated

As an accounting firm, you're billed only for clients whose subscription fees you choose to cover. Billing occurs at the beginning of each month for all clients, and you receive a single receipt. The receipt details the cost for each client, including any prorated charges if their subscription started mid-month.

 

The receipt includes the following information:

Receipt information

You find it at the top left part of the receipt. Here you see:

  • Receipt number
  • Date paid
  • The payment method that was used for this billing cycle.

 

Biller and billed information

Melio Payments Inc is the biller and you see our mailing address. Also, you can contact our support easily from here.

Under Billed to, you see your details as they appear in your firm’s account. 

 

Total amount and payment date

This information appears in bold in the middle of the page so it’s clear and noticeable.

 

Clients included in this payment

Here you see all the clients this receipt is covering.

 

Final calculation 

Much like any other receipt, you see the subtotal, taxes, credits, and total amount paid at the bottom right corner.

 

Clients’ breakdown

Here you see all the items that were billed to this client:

  • Plan fees
  • Additional users
  • User prorated charges
  • Plan prorated charges

 

Page numbering

If the receipt includes more than one page, we’ll indicate how many pages this receipt includes. 

 

Here’s an example of what a receipt would look like:

Understanding billing receipt for accountants .png

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