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Partner Monthly Billing - Change the Way the Subscription is Paid

Partner Monthly Billing - Change the Way the Subscription is Paid

This article is for Accounting Partners who use the A2X Monthly Billing Option
Iona Bird avatar
Written by Iona Bird
Updated over a week ago

Changing a subscription from Monthly Billing to Paying via Visa or PayPal 

These steps would be used if you decided to remove a client subscription from your monthly billing and pay via Visa or PayPal

Step 1

Navigate to Settings->Billing

Step 2

Select the 'Change ' button

Step 3

Select 'Change Payment'

Step 4

Fill in contact and billing information as well as your discount code if you have one in the 'coupon' field and select 'Update Subscription'. You are now paying via Visa or Pay Pal. 

Partner Monthly Billing - Changing Price Plan
Partner Monthly Billing - Adding new subscriptions
Partner Monthly Billing - Cancel subscription

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