As an accountant, inviting clients and setting up their subscription can be time-consuming. That’s why Banqup helps you save time by setting up default billing settings. These settings will be applied to every new client you invite. You can choose whether you’d like to pay for new clients, set billing periods, and select subscription plans once instead of choosing them for each new client.
Prerequisites
A Banqup Partner space
Administrator or Client Manager role
Access to Clients in your Partner space
Setting up your default billing preferences
To configure your default settings for new clients:
Go to Clients in your Partner space.
Click the cog wheel icon at the top of the page.
Configure your default preferences:
Pay for clients: Toggle on if you want to pay for new clients' subscriptions by default. Toggle off if clients should pay for the subscription themselves.
Billing period: Choose monthly or yearly billing as your default.
Subscription plan: Select which subscription plan (and add-ons) to assign to new clients.
Click Save to apply your default settings
These settings will now apply automatically to all future client invitations.
Managing individual client exceptions
Even with defaults in place, you can still customise settings for specific clients:
During the client invitation process, you can override the default payment setting.
You can change the billing period for specific clients.
Assign different subscription plans to individual clients based on their needs.
Existing clients aren't affected by changes to your default settings.
Important notes
Default settings only apply to clients you invite after setting them up.
Existing clients keep their current billing settings.
You can change your default settings at any time.
You can override the billing settings at any time for any client.
FAQ
Do my default settings affect existing clients?
No, default settings only apply to new clients you invite after setting up the defaults. Existing clients keep their current billing settings.
Do I have to use the same plan for all my clients?
No, the default plan is just a starting point. You can assign different subscription plans to different clients based on their specific needs.
How do I know which settings were used for a specific client?
You can go to your client’s details and see their billing settings in the Subscription tab.