A2X has upgraded its billing system to Stripe, a platform renowned for secure and efficient direct payments.
With A2X Simplified Billing, you'll be able to bring multiple A2X subscriptions into one consolidated monthly invoice. The new process means that you'll have just one payment per month covering all of your A2X subscriptions.
Before you start, you’ll need:
A credit card or debit card for billing
User access to the A2X accounts with subscriptions that you would like to migrate
Important note: You don’t need to be the current billing owner or account admin to move a subscription 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.
Follow the steps below to migrate your subscription(s).
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.
If a warning banner appears, click on 'here' within the message then click here to get started to reload your billing migration.
On the 'Payment information' page, enter your card and billing details.
Billing email address - The email address entered here will be your "billing email address" and is where your monthly invoices and other billing notifications will be sent. You can enter any email address.
Stripe billing has very strict security standards, which means some credit cards may be declined. If you receive an error or experience any issues, please contact support at contact@a2xaccounting.com or via the chat icon in A2X.
Once you’ve entered your card and billing details, click ‘Save and continue’.
2. Review your subscriptions
On the 'My subscriptions' page, you'll see a list of all subscriptions with the same billing email address that matches the email address you’re currently logged into A2X with.
Review the subscription(s) listed then click ‘Confirm and continue’.
Important note: If there's a subscription displayed here that you do not wish to pay using the card entered, please contact support at contact@a2xaccounting.com or via 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 'holding' the subscription. The sub-accounts are the accounts linked to the same subscription. Although you’ll only see the parent account in your list, all of the sub-accounts linked will also migrate over.
Validation errors
Some situations may prevent your subscription(s) from being migrated, such as if a plan upgrade is pending. If you see an error noted here, you can hover over the account to get an explanation of the error. Depending on the error, you may be able to proceed with your migration.
For assistance with an error, please contact support at contact@a2xaccounting.com or via the chat icon in A2X.
On the next page, you will have the option to add subscriptions from other billing owners, if applicable.
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 subscription billing owner. For example, you might have been invited to join an account, but the billing was set up by someone else (so you don't currently have billing access to the subscription). This page gives you the option to add these subscriptions to your monthly invoice.
You can select any subscriptions you’d like to add to your monthly 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 other subscriptions to add, 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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