With A2X Simplified Billing, you can bring multiple A2X subscriptions onto one monthly invoice. The new process means that you'll have just one payment per month covering all of your A2X subscriptions. Here are instructions for merging your A2X subscriptions.
Before you start, you’ll need:
A credit card for billing
User access to all of the accounts you would like to consolidate to one monthly invoice.
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.
1. Create your new billing account
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 can 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’.
2. Review your subscriptions
On this page - ‘My subscriptions' - you will see a list of all subscriptions with the same billing email that matches the email address you’re currently logged in with.
Review the subscriptions listed, select which you'd like to add, then click ‘Confirm and continue’.
Validation errors
Some situations might prevent one of your accounts from being migrated, such as if an upgrade is pending. If you encounter this, please reach out to contact@a2xaccounting.com, and we can assist you.
If you see a validation error, hover over the account to get an explanation of what the error is. Depending on the error, you may be able to progress, or you may need to reach out to contact@a2xaccounting.com.
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 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.
On the next page, you will be able to add subscriptions that are currently billed through other user profiles.
3. Select Subscriptions paid by others
On this page, you’ll see a list of the accounts you can access as user, 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). This page gives you the option to add these accounts to your one bill.
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’.
4. Review Summary and Finish
You’ll then see a summary of the subscriptions that will be consolidated and 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 can 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 can 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.
Next steps
Once you’ve successfully completed your migration, you 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.
The 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.
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.
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