Subscription & Billing | Accountants | Kick Docs
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Where to find itDirect link to heading
- 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 invoiceDirect link to heading
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 summaryDirect link to heading
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 selectionDirect link to heading
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
PreviousRemove or Delete Clients NextChange a Client's Plan
Last updated 18 days ago
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