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You can optimize your digital agency or freelance operations with our step-by-step guide on subscribing to and setting up Client Billing. This comprehensive tutorial ensures you unlock the full potential of Client Billing, making billing and invoicing a breeze. Let's dive in and learn how to subscribe to and set up Client Billing.
Tip
You can explore this article to understand Client Billing and its features comprehensively.
How to Subscribe to and Set Up Client Billing
Prerequisite
To seamlessly accept payments from your clients, you'll need to set up a Stripe account and integrate it with Client Billing in the upcoming steps. If you don't have a Stripe account, you can quickly sign up on their platform to create a new one.
Step #1 — Subscribe to Client Billing
Log in to your Cloudways Platform using your email address and password.
Navigate to the left menu bar and choose Client Billing.
Next, click Setup Your Agency.
Next, you can choose your desired Plan and click Select Plan. You can also compare plans designed to cater to agencies' unique needs at different growth stages.
Congratulations! You have now subscribed to Client Billing. Let's go ahead and move on to setting up your agency.
Step #2 — Set up Your Agency
Now, click Setup Your Agency.
To start accepting client payments, please ensure to accept the Terms of Service by placing a checkmark, then click Connect Your Account to complete the integration process. You will be redirected to the Stripe page to connect your account.
Once your Stripe account is successfully connected, you will see your Stripe account information populated. Next, click Agency Profile.
Next, you need to provide the following basic information about your agency:
Agency Name: The agency/business name will be automatically fetched from your Stripe account.
Agency Logo: Upload your Agency or Business logo in JPG, PNG, or GIF format with a maximum file size of 512 KB.
Brand Colour: Select a colour to personalize your invoices and align them with your brand theme.
Next, click Billing Details.
Next, you need to provide the billing details:
Next, select your Default Currency using the drop-down option.
Here, you can choose the Billing Date for sending invoices to your clients.
Under Payment Due After Days, specify the number of days after which client payments will be marked as overdue.
Finally, click Finish Setup.
Congratulations on successfully setting up your Client Billing subscription! Now that you've taken this important step, it's time to onboard your clients and services and manage them effectively.
In our article titled 'How to Manage Your Client Billing Subscription,' you'll find comprehensive guidance on utilizing key features such as Dashboard Analytics, Client and Service Management, and Client Payments. This resource will help you streamline your agency's operations, optimize client interactions, and ensure smooth financial processes. Take a moment to review this article and empower yourself with the tools to maximize the potential of Client Billing for your business.
That's it! We hope this article was helpful. If you need any help, then feel free to search your query on Cloudways Support Center or contact us via chat (Need a Hand > Send us a Message). Alternatively, you can also create a support ticket.