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Take Over Payment of an Existing Client Account

If you would like to start paying for an already existing (paid) Hubdoc account, follow these instructions:

Client's Side:

Your client must downgrade their existing account. 

1. Log in to Hubdoc. 
2. Click "Accounts" in the top right. 
3. Navigate to the "Billing Information" tab. 
4. Click "Downgrade account".

 

Accountant's Side:

1. Log in to Hubdoc. 
2. Click "Accounts" in the top right
3. Navigate to the "Billing Information" tab. 
4. Scroll to the bottom of the page, enter the client's email address in the field provided and click " Add a Client Account".

The client will receive a verification email prompting them to allow access to their Hubdoc account. Once the client accepts this request, the accountant will be responsible for the payments and will also have access as a collaborator.

 

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