As an A2X partner you can request to enable a firm-level subscription management feature. This is an advanced billing feature where the billing owner can assign billing editors to manage the A2X subscriptions on their behalf.
There are two ways to manage your A2X subscription plans as a firm:
An A2X admin or editor will become a "billing owner" when they create a billing account. The billing owner can upgrade/downgrade and cancel all subscriptions for the accounts they have admin or editor access.
Multiple billing owners - Multiple Invoices
If the firm prefers to have multiple billing owners with separate monthly A2X invoices, each billing owner can manage their own subscriptions independently.
One billing owner - Consolidated Invoice
If the firm prefers to have one billing owner and one consolidated monthly invoice, a designated billing owner should be assigned for the firm. This billing owner will have exclusive authority to manage the subscriptions on behalf of the firm.
Advanced firm billing
With the advanced firm billing feature, a billing owner can request to have billing editors manage the A2X subscriptions on their behalf.
The billing editors can:
Access the firm billing account including updating payment information and downloading the monthly pdf invoice and corresponding csv files
Add a subscription to the partner firm bill
Link and unlink sub accounts to a primary multi-plan subscription
Upgrade, downgrade or cancel a subscription plan on behalf of the billing owner
To add a subscription to the firm bill, the editor can select the "choose plan" button at the top of the A2X account:
And will be able to select a subscription plan to add to the partner firm bill. Alternatively, billing editors can also have the option to add the subscription to their own billing account instead.
Billing editors will have access to the firm subscriptions table to manage the subscriptions on behalf of the billing owner.
In the example below, the billing editor can have their own billing account and manage subscriptions they have user access to, as well as manage subscriptions on behalf of the billing owner using "Firm subscriptions".
To enable the advanced firm billing features and request to add billing editors to your firm, please reach out to your account manager via email.
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