Pay for a client's Pro

Some clients would rather you looked after everything, software included. You can pay for their Billbook Pro yourself and build it into your fee. Every client you pay for is a seat on your firm's one plan: one card, one bill a month.

How do I see who has Billbook books?Copy Anchor Link

The Books column on ClientsAll clients shows it for every client, and their BooksSubscription page has the detail:

• Free: they keep their books in Billbook on the Free plan.
• Pro · Client paid: they're on Pro and pay for it themselves.
• Pro · Firm paid: they're on Pro and your firm pays for it.
• Blank: no Billbook books.

What does it cost?Copy Anchor Link

15% less than the client would pay: the partner discount, GST included. When you pay, the discount comes off the price instead of being paid to you as a partner share. The bonus after 6 paid months is only for clients who pay for themselves.

Each client's first month is free, once. Stripe charges your firm's card each month for all your seats together.

How do I set it up?Copy Anchor Link

Go to BillingFirm plan and choose Add your firm’s card. Stripe opens in a new tab and saves the card. Nothing is charged until you add a client. You can also add the card from any client's Subscription page.

How do I pay for a client?Copy Anchor Link

From BillingFirm plan:

1. Choose Add a client.
2. Search for the client. Only clients that can go on your plan are listed: they have books in Billbook, your firm is connected to them, and they're not already on Pro.
3. It says whether their first month is free, then choose Add to your plan.

Or from the client: open their BooksSubscription page and choose Add to your firm’s plan.

The client is on Pro straight away. Their app says your firm pays for it, and they can't change or cancel it themselves.

When am I charged for a client?Copy Anchor Link

Their Subscription page always shows the date. A client's free month runs until your next bill if that's a full month away, and they're first charged on that bill. If your next bill is sooner, it's covered by a one-month credit on your account, and they're first charged on the bill after. Either way they get at least a month free.

A client who has already had Pro or a free month is charged from the day you add them: part of a month on your next bill, then monthly.

How do I stop paying?Copy Anchor Link

On BillingFirm plan, open the client and choose Stop paying, or use Stop paying on their Subscription page. Pro carries on until your next bill and they're not on it. After that they're on Free unless they choose Pro themselves. Changed your mind? Keep paying puts them back before then. If the client disconnects your firm, or you stop advising them, your payments for them stop the same way.

How long have they been on Pro?Copy Anchor Link

Their BooksSubscription page has a History list: each stretch on Pro, who paid for it (Client paid, Firm paid or Another adviser), when it started and ended, and how many months. Above it is the total time on Pro and how much of it your firm paid for. Older stretches are on the next pages.

Where do I see everyone I pay for?Copy Anchor Link

BillingFirm plan in the Billing menu has it all:

• At the top: how many clients are on your plan, your monthly bill, your next bill date, and how many are still in their free month.
• Clients you pay for: everyone on your plan. Show Paying, Free month or Ending, or search by name. Open a client to see when they're charged or when their Pro ends, and to stop or keep paying.
• Card: the card your bill goes on. Card and invoices opens Stripe in a new tab to change it.
• Billing details: who your invoices are made out to, your billing email, ABN and address. They start as your Firm profile details. Edit changes them, and the next invoice shows the change.
• Invoices: every Billbook invoice with its date, number, total and whether it's paid. PDF opens it. Older and Newer page through them.

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