Billing Owner
An A2X user will become a "billing owner" when they create a billing account and subscribe an account. A billing owner can upgrade, downgrade, and cancel all subscriptions under their billing account.
An A2X partner should designate the billing owner for their firm. A firm billing owner will have one Billing page and one Subscriptions page in A2X:
Billing Editors (Advanced Firm Billing)
A2X partners can request to enable a firm-level subscription management feature. With this advanced billing feature, a firm can have billing editors to manage the A2X subscriptions on their behalf.
A firm billing editor will have Billing and Subscriptions pages for their own billing account, as well as the Firm Billing and Firm Subscriptions pages for the firm billing account:
Note: Although not a typical setup for partners, billing editors have the option to add a subscription to their own billing account, if needed.
Billing editors will use the Firm Billing and Firm Subscriptions pages to make billing updates on behalf of the billing owner.
Billing editors can:
Access the firm billing account including the ability to update payment information and download the monthly PDF invoice and corresponding CSV files.
Add a new subscription to the firm bill.
Link and unlink sub-accounts to a primary multi-plan subscription.
Upgrade, downgrade, and cancel a subscription plan.
To enable billing editors, please contact support via partners@a2xaccounting.com or the chat icon in A2X.
How to add a new subscription to your firm bill
Step 1
The billing owner or billing editor will click the 'Choose Plan' button in the top banner of the A2X account:
Step 2
Select a suitable subscription plan.
A billing owner has access to only one billing account and will select the 'Add to my own bill' button. Alternatively, the billing editor will select the 'Add to Partner Firm bill' button.
Important note: If the billing editor does not see the 'Add to Partner Firm bill' option, it may be because the account is not yet officially linked to the 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 created the A2X account.
If another firm is listed, please contact support via partners@a2xaccounting.com or the chat icon in A2X, as the A2X team will need to action the Partner ID linking in this case.
Step 3
Once the account is successfully subscribed, a confirmation message will be displayed: 'Thank You, This account has been added to your monthly bill'. The subscription charge automatically includes any partner discount, if your firm is eligible.
If you have any questions or experience any issues, please contact support at partners@a2xaccounting.com or the chat icon in A2X. We are here to help!
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