Transfer Client Billing | Accountants | Kick Docs

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You can choose whether your firm pays for a client's Kick subscription or whether the client pays directly. This is set during onboarding and can be changed later.

Billing options

• Bill my firm: Your firm covers the subscription cost. The charge appears on your firm's invoice.
• Bill my client: The client receives their own invoice and pays Kick directly.

Changing billing ownership to client

Your client must be an Admin in their workspace to own billing.

1. Go to the Clients tab
2. Hover over the client and click the options menu (⋯)
3. Click Transfer billing to client

The client is notified via email to take over their subscription. Once accepted, the ownership is officially transferred.

Changing billing ownership to your firm

1. Go to the Clients tab.
2. Hover over the client and click the options menu (⋯)
3. Click Request billing from client

The client's primary admin will receive a request asking them to transfer billing to the firm. On the client's side, they see the pending request in their Settings > Billing page with Accept and Reject buttons.

You can also cancel a pending request via Cancel billing ownership request within the same options menu (⋯).

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Last updated 18 days ago
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