Manage your firm's card and invoices

Steps

1. 1

   Step 1: Open Firm › Billing. Owners and admins of the firm see it.

2. 2

   Step 2: Press Manage billing to change the firm's card, download invoices or cancel in Stripe.

3. 3

   Step 3: If Stripe declines the card, your clients keep Pro while Stripe retries. Update the card in Manage billing.

Good to know

• If you cancel, or Stripe's retries run out, every client the firm pays for goes read-only on Free. Nothing is deleted, and each owner gets an email.
• Add a card again on Firm › Billing to start paying for them again, or let each owner pay for their own plan.
• When your firm has no clients left to pay for, the subscription ends and Stripe credits the unused time.

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• When your accountant's firm pays for your plan