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Manage Client Subscriptions

As an accountant, you can manage the payroll subscription plans for each of your client businesses. This includes selecting plans, managing billing, and monitoring subscription status.

Viewing Client Subscriptions​

  1. Navigate to My Clients from the main menu.
  2. The client list shows each client's current subscription status.
  3. Click on a client to view their full subscription details.

Assigning a Plan to a Client​

  1. Open the client's profile from My Clients.
  2. Navigate to the Plan tab.
  3. Select the appropriate payroll plan based on the client's needs:
    • Plans are typically based on the number of employees.
    • Review the features included in each plan tier.
  4. Choose the billing arrangement:
    • Accountant pays — the subscription is billed to your practice account. You can on-charge the client as part of your services.
    • Client pays — the client is billed directly. They will need to add a payment method to their account.
  5. Click Save to apply the plan.

Upgrading or Downgrading a Plan​

  1. Open the client's Plan tab.
  2. Select a different plan tier.
  3. Click Save.
    • Upgrades take effect immediately. A prorated charge is applied for the remainder of the billing period.
    • Downgrades take effect at the start of the next billing period.

Monitoring Billing​

  1. Navigate to Settings > Client Payments from your practice account.
  2. View a summary of all client billing, including:
    • Clients billed to your practice account.
    • Total monthly charges.
    • Payment status for each client.
  3. Download invoices for your records.

Cancelling a Client's Subscription​

  1. Open the client's Plan tab.
  2. Click Cancel Subscription.
  3. Ensure the client has completed all STP obligations before cancelling. See STP Finalisation.