[A2X Partners] A2X Simplified Billing

With A2X Simplified Billing, you’ll be able to bring your multiple A2X subscriptions into one monthly invoice. The new process is more automated and allows more control for A2X users, especially A2X partners.

Here’s how to access A2X Simplified Billing:

Before you start, you’ll need:

It’s important to note that you don’t need to be the current billing owner of a subscription to move it to A2X Simplified Billing; you only need to have user access to the account. By following the steps below, A2X will show you a list of subscriptions that are eligible for migration to A2X Simplified Billing, based on your existing account access, and you'll be able to select which subscriptions to migrate.

Once you’ve migrated to A2X Simplified Billing, all future subscriptions can be added to your new, single monthly invoice.

Log into A2X and click here to get started.

Billing Owner - The email address you enter when logging into A2X will be the "billing owner" of the subscription(s) you choose to migrate to A2X Simplified Billing.

On the first page, you’ll need to enter your credit card and billing details.

Billing email address - The email address entered on this page will be your "billing email address" and is where your monthly invoice and other billing notifications will be sent. You can enter any email address.

The Simplified Billing functionality has very strict security standards, which means some credit cards may get declined. If you receive an error or experience any issues, please contact us at partners@a2xaccounting.com or using the chat icon in A2X.

Once you’ve entered your credit card and billing details, click ‘Save and continue’.

Partner Discount - If you have at least 5 clients connected to A2X, you may be eligible for a partner discount. Important note: Before proceeding further, please contact us at partners@a2xaccounting.com to apply your partner discount, if applicable.

Once you’ve added your billing information you’ll get access to the ‘My subscriptions’ page. Here there will be a list of all subscriptions with a billing email that matches the email address you’re currently logged in with. Keep in mind, you get the chance to add other accounts on the next page. You can review the subscriptions listed and select ‘Confirm and continue’.

There are some situations that might prevent one of your accounts from being migrated, such as if an upgrade is pending.

Validation errors

Validation errors can be identified on the individual account. Hover over the account to get an explanation of what the error is. Depending on the error, you may be able to proceed. If you need assistance, please contact us at partners@a2xaccounting.com or using the chat icon in A2X.

Multi-plan accounts

If you have accounts that are on a multi-plan, meaning one subscription covers multiple accounts, only the ‘parent account’ will be displayed in your list.

The parent account is the account that the subscription was first set up on. The sub accounts are all of the sub-accounts linked up under the same subscription. Although you’ll only see the parent account in your list, all of the sub-accounts linked will also migrate over.

If you have any discounts on your account, they won’t be visible on this page. You’ll be able to see the applied discounts later in the process.

On this page, you’ll see a list of the accounts you have access to but you aren’t the billing admin. For example, you might have been invited to join an account, but the billing was set up by someone else (or is linked to a different email address). You’ll get the option to add these accounts to your one bill. There might be accounts you’d like to add if you’re setting up the billing account for your practice. There might also be accounts you’d like to leave off your bill, for example, if your client wants to pay for this directly.

Do keep in mind, it is only the accounts connected to your bill that will count toward your total account count. Under the partner program, the more accounts you have, the more benefits you receive.

You can select any subscriptions you’d like to add to your one bill, by selecting the checkbox and then clicking ‘add to my billing’. If a subscription is selected from this list, the person with the original billing email will receive a notification explaining that the payment information has been changed. You’ll also receive a copy of this email too.

If there are no accounts you’d like to add, you can select ‘Skip this step’.

You’ll then see a summary of the subscriptions that will be consolidated, and any additional other subscriptions that will be added to your monthly invoice. Here you’ll also see any discounts that will be applied to your account, if applicable.

You might also see a note about proration. You’re moving multiple subscriptions onto one bill, so going forward, all of your subscriptions will be charged on the same date. The system will take a look at all of your current subscriptions, including when you’re paid up to, and work out which date is most logical to be your new billing date.

You won’t be charged for your new total subscription amount until your billing date, however, you might be charged a prorated amount. Your current subscriptions will likely all have different billing dates, which means some proration might occur to bring everything in line with your new billing date.

You’ll be able to download a copy of the prorated amount to see the workings, should you need it.

Once you’ve reviewed the subscriptions, click ‘Confirm and finish’ to finalize the migration.

You’ll then see a pop-up explaining that your migration is now in progress. This could take up to several minutes to finalize. You’ll be redirected to your home page.

After the consolidation is complete, you’ll be able to access your new subscriptions page by clicking your user icon > Subscriptions. If the consolidation is still in progress, the subscription page will not be available yet.

Once you’ve successfully completed your migration, will receive a $0.00 invoice. This is to confirm that your first payment hasn’t been charged yet. The full monthly invoice will not be processed until the billing cycle start date. This start date varies per user.

You might also be emailed a proration invoice if you’ve been charged a prorated amount.

You can view and download your monthly invoices from your new Billing page.

It is important to note that all billing will now live in this new section, rather than individually on each account as it has in the past. If you’d like to subscribe a new account you can do so from your Subscriptions page.

If there are other users at your organization that need the ability to add subscriptions to your monthly bill, please contact us at partners@a2xaccounting.com or using the chat icon in A2X.

For more info about this feature option, check out our support guide - Advanced Firm Billing for A2X Partners: Enabling Billing Editors.

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