Ensuring a smooth shift of billing responsibilities on your A2X account is a straightforward process. Whether you want to switch the billing to another user or take on the billing responsibility, follow these steps for a trouble-free experience.
This article will guide you on how to "Transferring Billing to another User".
Transferring Billing to another User
Step 1: Cancel Subscription
Initiate the process by cancelling the account's subscription. Click on your user icon in the top right corner > Subscriptions:
Click Edit Plan:
Click Cancel subscription:
Please Note: If you don't see the options shown above, your subscription may still be in our old billing system. Try going to Settings > Billing instead and click 'Cancel Subscription' there.
If this option isn't available either or you experience any issues, please reach out via contact@a2xaccounting.com or the chat icon in A2X.
Step 2: Invite the User to the A2X account
Next, invite the user to the account. Go to Settings > Users and send an invitation. Once they have accepted the invitation, they will be an account user in A2X. (If the potential new billing admin is already an existing A2X user you can skip this step)
Step 3: User Re-Subscribes
Upon receiving the invitation, the new user logs in and re-subscribes using their payment details, or if they are already an existing user they can navigate to their billing section under their profile and update the payment details to re-subscribe the account. This ensures a seamless continuation of account usage without any interruptions.
Please see our support article HERE for subscription instructions, including how to link accounts to multi plans.
Step 4: Adjust Admin Rights and User Access
As the process concludes, you can action the following as needed:
Reassign the account admin rights. Go to Settings > Users in the account and click the switch admin button next to the desired user.
Remove user access. Any A2X user can go to Settings > Users in the account and click the red Leave Account button to be removed from the account.
Important note: It is not required to switch the account admin in order to transfer billing to another user, as these are separate functions in A2X. If you have any questions or experience any issues, please contact us via contact@a2xaccounting.com or the chat icon in A2X.
Please note: If the current billing admin user wants to switch billing to you, you can send this article to them so they can follow the steps outlined above. These steps are designed to make the process as easy as possible for you and the other user. If you have any questions along the way, feel free to reach out!