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Partner Billing - Adding new subscriptions to your monthly bill
Partner Billing - Adding new subscriptions to your monthly bill

This article is for A2X Partner Experts who use the A2X Monthly Billing Option

Iona Bird avatar
Written by Iona Bird
Updated over 4 months ago

Important update: The A2X pricing you see here is valid up until April 27th, 2024. Starting from April 27th, 2024, all A2X pricing plans are changing. To get a breakdown of these changes please read this support article.

Add a subscription to our partner firm billing.

Adding a new client subscription to your Monthly Billing Account just got a whole lot easier for A2X partners.

This feature is available for partners who have made a request to the A2X partner team to enable Partner Subscription Management and nominated the following employees in your company:

  • billing owner for your firm

  • billing editors for your firm

Step 1

Navigate to Profile->Subscriptions page and select 'Choose Plan'

Step 2

Select the price plan you would like this client account to start off on and click 'Add to Partner Firm bill'

Step 3

A message will then be displayed 'Thank You, This account has been added to your monthly bill'.  It automatically includes any partner discount.

Please note: If you do not see the Add to Partner Firm bill option, it may be because the account is not yet officially linked to your firm. Please navigate to your Partner Overview page from the left sidebar in A2X, click on the Accounts tab, and review any accounts listed in the Accounts without your partner ID section.

  • If the account has 'None' in the 'Current Partner ID' column, click Update to link the account to your firm, and this will enable the Add to Partner Firm bill button when subscribing. This is typically required when the client has initially created the A2X account.

  • If another firm is listed, kindly reach out to us via chat or partners@a2xaccounting.com, as our team will need to action the linking.

If you have any questions or experience any issues, please contact us at partners@a2xaccounting.com.

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