How to transfer your billing from one user to another

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".

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:

Important Note: If you don't see the options noted above, your subscription may still be on 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 contact support 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.

If you or the new user need some help with re-subscribing click HERE. This article includes full instructions, including how to link accounts to multi-channel plans.