Transfer Client Billing

Change billing ownership from client to firm, or vice versa.

You can choose whether your firm pays for a client's Kick subscription or whether the client pays directly. This is set during onboarding and can be changed later.

Transfer billing to client, Request billing from client, and Cancel billing ownership request only appear in the ⋯ menu for the firm Owner. Billing transfer is Owner-only elsewhere too: Remove client on a firm-billed workspace transfers billing as part of the removal, and that step is rejected for anyone below Owner even though the menu item is visible to Managers.

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Billing options

• Bill my firm: Your firm covers the subscription cost. The charge appears on your firm's invoice.
• Bill my client: The client receives their own invoice and pays Kick directly.

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Changing billing ownership to client

You can transfer billing to any workspace member who is not part of your firm, whatever their workspace role. Kick makes that person the workspace's primary admin as part of the transfer.

1. Go to the Clients tab
2. Hover over the client and click the options menu (⋯)
3. Click Transfer billing to client

The client is notified via email to take over their subscription. Once accepted, the ownership is officially transferred.

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Changing billing ownership to your firm

1. Go to the Clients tab.
2. Hover over the client and click the options menu (⋯)
3. Click Request billing from client

The client's primary admin will receive a request asking them to transfer billing to the firm. On the client's side, they see the pending request in their Settings > Billing page with Accept and Reject buttons

You can also cancel a pending request via Cancel billing ownership request within the same options menu (⋯).