Move client to 10 for £30 deal

VGG-Accounting · ‎August 05, 2021

I have signed up for a 10 for £30 deal so that clients can be billed via me for £3 per month. One of my clients has transferred their billing to me but it's automatically gone on as a £12 per month bill and not into one of my £3 per month deals.

How do I move them to one of the 10 for £30?

Thanks

Vicky

EmmaM · ‎August 05, 2021

Hello VGG-Accounting, If the client took out the file they will not be on the 10 placeholders as the account was not created by yourself, is that client's account a new subscription they took out recently?

VGG-Accounting · ‎August 05, 2021

Hi, it's an account that they have transferred to me for billing.

Ashleigh1 · ‎August 05, 2021

Hello Vicky, so it is normal billing if you take over it from a client or another accountant. The deal ones are only for newly set up files so in your case the 10 £3 offer deal. So the client would be on the £12 and have to pay that and not the £3 one.

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Move client to 10 for £30 deal