Selecting how to pay for your Clients’ Pro subscriptions
Welcome aboard! When you sign up to become a partner, you will be given a checklist to fill up with some information that is necessary for us to get your wealth portal set-up. One of the settings you will need to decide on is how Pro Subscriptions will be paid for.
The payment options are as follows:
Option 1: Clients pay direct
Client clicks on the ‘Upgrade link in their account and adds their credit card details
Option 2: Partner pays on behalf of Clients:
Client clicks on the ‘Upgrade’ link in their account and an email request is sent to your firm. You can choose to upgrade the client via the partner portal and your firm will be billed monthly.
Can I mix both payment options?
Yes. You can configure this by selecting Option 1: Clients pay direct then upgrading clients your firm wants to pay for in the partner portal.
Can I change a client who I’ve been paying for to pay for themselves?
You can do so as long as you downgrade them to Starter.
Can I start paying for a Client who’s been paying for their own Pro subscription?
Yes. If the client is already on Pro and your firm wants to start paying for them. You need to inform the client to send an email to firstname.lastname@example.org to have their subscription cancelled. After this is done, you can upgrade them in your accountant portal.
When do the payments start after the client is upgraded?
Payments will be made according to your billing cycle.