subscription and billing.md
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Subscription & Billing
Where to find it
- From your organization, click Billing in the left-hand menu.
You'll see a breakdown of your clients by plan on the left, and your Monthly Invoice summary on the right.
Understand your monthly invoice
The Monthly Invoice panel shows:
- Upcoming invoice date: the next date your firm will be billed.
- Estimated total: the projected amount based on your current active clients and plans.
Client plan summary
The Clients table gives you a quick overview of how many clients are on each plan:
| Plan | Description |
|---|---|
| Free | Single entity. Limited to 250 transactions annually. |
| Basic | Single entity. Core bookkeeping features for straightforward client needs. |
| Plus | Multi-entity. Advanced features for complex clients - accrual automation, classes, batch invoices and bills. |
Plan selection
When you add a new client, you'll be prompted to choose billing and plan settings as part of the setup flow.
Step 1 - Choose who pays:
- Bill my firm - Your firm covers the subscription cost
- Bill client - The client pays directly
Step 2 - Select a plan:
- Free - $0/month
Perfect for simple, single-entity clients with low transaction volume - Basic - $40/month
Single-entity
Includes all core bookkeeping features needed to product tax-ready financials - Plus - $100/month for your first entity, $50/month for every additional entity that exceeds 250 transactions annually
Multi-entity
Best for your complex clients with advanced reporting needs