How to transfer a business' Receipt Bank subscription to be paid by an Accountant / Bookkeeper

A Receipt Bank account can be paid for by two different people:

• The business that owns the Receipt Bank account
• An Accountant or Bookkeeper that has access to the business' Receipt Bank account

By default, Receipt Bank for Business accounts are paid for by the company that created the account. Accounts that were created by an Accountant or Bookkeeper are paid for as part of the Receipt Bank Partner's subscription. Find out more about the different Receipt Bank products here.

If a Receipt Bank for Business account has given access to an Accountant or Bookkeeper to view and manage their account, the Accountant or Bookkeeper can also take on that account's subscription cost.

This can be done by clicking on the manage menu then select the My Clients page and navigating to the correct account. Click on the Manage button and then Make Paid.  

If the Make Paid button is unavailable, then please Contact our Support Team to complete the transfer of a subscription cost process.

View your client usage statement to see a breakdown of how each of your client accounts are using Receipt Bank.