If you have accidentally subscribed under client pays instead of agent pays or vice versa, please follow these instructions to change this back to the correct payer


Changing from client pays to agent pays

Select the three dots on your client's card

Select ‘Billing’

Select Update Card details

Select Agent Pays

Enter the card details, check that you are subscribing for the correct amount and subscription type, and select confirm.

Enter your agent card details if it has not been already inputted and review the subscription type and amount and confirm.


Note that today's payment amount shows $0, as you have already paid for the subscription under the client. You should also see how much you will be billed and when.


Your subscription should now be under ‘Agent pays’


Changing from agent pays to client pays


Please note: that if you have accidentally added your client's card details under ‘agent pays’ then the card details that will be charged for all clients that are under ‘agent pays’ will be under the card details entered. If this was done by mistake you can go into settings and edit the card details to your agent card details to update all the cards under agent pays.


Select the three dots on the client card

Select ‘Billing’

Select ‘Update card details’

Check that ‘Client pays’ is selected.

You can either send an email to invite your client to pay OR enter their card details on their behalf to update the subscription to ‘Client pays’

Select ‘Enter card details on behalf of the client’ if you wish to update who is paying immediately.

Enter the card details, check that you are subscribing for the correct amount and subscription type, and select confirm.


Note that today's payment amount shows $0, as you have already paid for the subscription under the client. You should also see how much you will be billed and when.


Your subscription should now be under ‘Client pays’

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