A Dext business account can be paid for by either:
The business itself, or
An accountant or bookkeeper in a Dext practice account who created the account or has taken over payment for it.
By default, the account is paid for by whoever created it.
In this article, a client refers to a business account in Dext that is managed and paid for by an accountant or bookkeeper through their practice subscription.
If you're an accountant or bookkeeper in a practice
This section explains how to:
Take over payment for an existing business account
Use this when a business already has a Dext account, has invited you to access it, and you want your practice to take over billing.
Before you begin
The business must invite you to their Dext account.
You must have access to the client in your practice account.
If the business currently has an active subscription, they must cancel it and wait for it to expire before you can take over payment.
To take over payment
Go to Clients in your practice account.
Select Manage next to the client.
Click Manage client’s subscription.
Select Change who pays.
Click Confirm.
Once confirmed:
The account moves under your practice subscription.
It uses one of your available client slots.
Any charges for paid add-ons (such as line item extraction, supplier statement extraction, or bank statement extraction) will be billed to your practice subscription.
You can track your clients’ usage in Practice settings > Subscription > View usage.
Remove a business from your practice subscription
There is no direct way to transfer a subscription back to a business. If you no longer want to pay for a client, you have two options.
Option 1: The business purchases its own subscription
See the Take over payment from your accountant section below for business instructions.
Option 2: Remove or deactivate the client
You can remove the client from your subscription by deactivating or disconnecting them.
This:
Frees up a client slot
Stops paid add-on charges from being billed to your subscription
Allows the business to purchase a subscription if they want to continue using Dext
Tip: For step-by-step instructions, see Remove or deactivate a client in your Dext account.
If you're an employee or owner of a business
This section explains how to:
Take over payment from your accountant
Use this when your accountant or bookkeeper currently pays for your Dext account and you want your business to take over billing.
Important: Only a Business Admin can complete these steps.
To take over:
Log in to the Dext web app.
Go to Business settings > Subscription.
Click Change who pays.
Follow the plan purchase steps.
Once completed:
Billing moves to your business.
The account will no longer sit under the accountant’s practice subscription.
Your documents, settings, and users remain unchanged.
What to do next
After taking over payment, you can choose how you want to work with your accountant:
Stay connected to your accountant
You can remain connected to your accountant as a self-paying client. They will continue to have access to your account.
No further action is required if you want to continue working together.
Remove your accountant’s access
If you no longer work with your accountant, you can remove their access from your account.
Invite your accountant to take over billing
Use this when your business already has a Dext account and you want your accountant or bookkeeper to manage and pay for it.
Step 1: Invite your accountant
A Business Admin or User Admin must invite the accountant to the Dext account.
Step 2: Your accountant takes over payment
Once invited, your accountant must follow the steps in:
If your business currently has an active subscription, you’ll need to cancel it and wait for it to expire before your accountant can take over billing.