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Take Over Payment From Your Client

If your client was previously paying for their own account but would now like you to handle billing on their behalf, transfer the payment by following the steps below.

These steps must be followed in order to successfully transfer payment. 

Step 1: Client Stops Paying For Their Own Account

1. Log in to Hubdoc.

2. Click 'Accounts' in the top right.

3. Navigate to the 'Billing Information' tab.

4. Click 'Downgrade Account'.

 

Step 2: Accountant/Bookkeeper Adds Client Account to Firm Billing

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. Under the 'Add Client Account' heading, enter the email address associated with the client's Hubdoc account and click 'Add a Client Account'.

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

For assistance, please reach out to support@hubdoc.com

 

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