As an accounting firm, you can manage your clients' Banqup subscriptions and decide who pays their subscription: you or them.
Setting up subscription payment
For clients without an active subscription
Clients that have not been invited yet are in the Draft status and don’t have an active subscription yet. To set up a subscription payment for such clients:
Navigate to the Pending subscription tab.
Configure payment settings:
Toggle Pay for client on or off.
Select billing period:
Monthly
Yearly
Note: The subscription only starts when your client accepts your invitation and signs up to Banqup.
For active clients
Clients that have been invited, and have accepted the invitation are in the Active status. To set up a subscription payment for such clients:
Navigate to the Subscription tab.
Click on Edit subscription.
Choose the plan to assign your client and potential extra services.
Select monthly or yearly billing then click Continue.
Review your billing information, your payment method (if you’ve added one, otherwise you’ll set up the recurring payment in the next step).
Tick the box to indicate that you understand it is a recurring payment then click Confirm.
Note: Doing the steps above indicates that you will be paying for your client’s subscription. You’ll still be able to upgrade/downgrade, stop renewing, or take over your client’s subscription.
Editing client subscriptions
You can view and modify your clients' subscriptions at any time. This includes reviewing available plans, adding extra services, and changing billing periods to better suit your clients' needs.
To edit a client's subscription:
Navigate to the Subscription tab for the client.
Click on Edit subscription.
From here, you can:
Select a different plan.
See and add optional extra services.
Switch between monthly or yearly billing.
End the subscription or extra services.
Add a promo code or view the active discount.
After making your changes, click Continue.
At the checkout page, you can:
Review your billing information (and edit it if needed).
Review the payment method or choose to declare a recurring payment method if there isn't one yet.
Tick the box to confirm that you understand it is a recurring subscription, then click Confirm.
Changes to subscriptions take effect according to the rules outlined in the FAQ section below.
FAQ
What happens if I stop paying for a client?
The subscription will run until the end of its cycle but will not be renewed. The client (or another partner) can then purchase a subscription again.
Can I pay for just some of my clients?
Yes, you can choose which clients to cover and which manage their own subscriptions.
What happens if I change a client’s plan mid billing cycle?
Plan upgrades take effect immediately. The price difference between plans is pro-rated based on the remaining days in the billing cycle. Your document usage carries over to your new plan's full document allowance. Changes between monthly and yearly billing take effect at your next renewal date.
Next steps