Pay for a client's plan as their firm
A firm can pay for a client's Pro plan at 30% off: $104.30 a month per client, on one subscription on your firm's card. New clients start that way; existing ones accept an offer.
Steps
Step 1: For a new client, press Add client on Clients, choose Firm pays, and type the founder's email and the company name.
Step 2: For a client that pays today, click it and press Offer to pay. The company's owner gets an email and presses Accept in Settings › Company security › Accountant firm.
Step 3: The first time, open Firm › Billing and press Add the firm's card. Stripe's Checkout takes the card and charges the first month for every client waiting.
Step 4: After that, each new client joins the same subscription at once; Stripe prorates the rest of the month on your next invoice.
Step 5: To hand a client back, click it and use Transfer to founder, or its owner presses Pay for it myself.
Good to know
- Until the firm's card is on file, a new client's books are read-only, and an owner who accepted keeps paying for their own plan.
- Clients your firm pays for earn no commission: the wholesale price is the benefit.
- Your firm's other clients, its card and its bill never show on a client's Billing page.