Once a client invites you to access their Dext account, you can take over payment through your practice subscription. Their billing will move under your practice and use one of your available client slots.
Before you start
Before taking over a client's subscription, make sure the following conditions are met:
The client must have invited you to their Dext account
You must have access to the client in your practice account
If the client 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
To take over payment for a client's Dext subscription, follow these steps from your practice account:
Go to Clients in your practice account.
Select Manage next to the client.
Select Manage client's subscription.
Select Change who pays.
Select Confirm.
What happens next
Once you take over:
The account moves under your practice subscription
It uses 1 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.