To transfer the payment of a Hubdoc account from an accountant/bookkeeper to a client or anyone else, follow these instructions:
Remove the client from their 'Billing and Information' page.
- Click 'Upgrade and Pricing' and select the client from a list of accounts.
- Click 'Downgrade' next to the client's name.
Once the Hubdoc account has been downgraded by the accountant, the client can start paying for their own account. To pay for an account:
- Click the 'Upgrades and Pricing' tab.
- Add the billing and credit card information and click 'Save'.