As an accounting firm, you have the power to decide whether your firm or your client pays for the subscription. This setting is initially chosen when you add a new client, but you can also update it if needed, giving you the flexibility to adapt to changing circumstances.
This article explains how to change the billing responsibility.
Please note:
- You can change the billing responsibility of a client subscription. This applies to client plans created and managed by your firm.
- The change will take effect starting with the next billing cycle.
How to change the billing responsibility
1 - Select Home on the left sidebar.
2 - In the Clients section, select the client you want to update.
3 - In the Client details window, find the Billing and plan section and select the three-dot icon next to it.
4 - From the actions menu, select Change plan billing.
To switch between Core, Boost, or Unlimited plans, select Manage plan from the actions menu. You will be redirected to a client’s setting where you can upgrade or downgrade the plan.
5 - Choose who will be billed for the client’s subscription:
-
Bill my firm:
- You cover your client’s plan cost.
- Receive a 30%+ discount, based on your Partner status.
For a full breakdown of Partner statuses, benefits, and FAQs, visit our Accounting Partner Program page.
What if I don't have a payment method?
If you don’t have a billing payment method yet, you’ll need to select the firm’s payment method (card or bank account).
-
Bill my client:
- The client pays for their plan.
- A fixed 30% discount is applied, regardless of your Partner status.
Then, select Continue.
6 - Review the billing plan details. If everything is correct, select Confirm.
That’s it. The new billing preference will be applied starting with the next billing cycle.