These steps assume you are set up as a Billing Admin with permission to add client accounts to your accounting firm's monthly bill.

Step 1

Navigate to Settings->Billing

Step 2

Select the 'Upgrade or Downgrade' button

Step 3

Select 'Change Plan' and pick the plan you wish to move to

Step 4

Select 'Update Subscription'.  Your plan has been changed and will be reflected in the following month's invoice.  

Partner Monthly Billing - Change the way subscription is paid
Partner Monthly Billing - Adding new subscriptions
Partner Monthly Billing - Cancel subscription

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