Pay For Your Clients' Hubdoc Accounts

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 client's email address and click the 'Add a Client Account' button.

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 the payments and will also have access as a collaborator.


Was this article helpful?
1 out of 1 found this helpful
Have more questions? Submit a request


Powered by Zendesk