If you are a representative of an accounting firm and are adding a new company to your office plan, be sure to check the box “Invoice to another company/existing plan.” Enter the name of the paying company there, and for an existing plan, select your company name (the accounting firm) from the list that appears when you click on the field. It is important to choose it from there instead of re-entering it, as selecting it ensures that the added company will be billed correctly.
If you are already a user and want to add a new company to your office plan, you can do this most easily by logging into SimplBooks and hovering over your company name in the top right corner with your mouse. There, you will see a list of companies you have access to, and at the bottom, there is an option to “Add new company.”
! If an office package was not selected initially when setting up the environment for a new company and you switch to it later, please notify us so that we can check the “paid until” date and, if necessary, adjust it based on the billing date of the office package invoice.
If necessary, a company under the accounting firm may have a different plan from our selection. In such a case, it will be reflected on the invoice as a separate line item with the price of the selected plan.
Important Companies can be added to the office plan only by the user whose email address was used to create the environment, i.e., the user who has billing management rights.If a user is added to the “Administrator” user group in the environment, this does not automatically grant them billing profile administrator rights. If there is a need to give someone else the right to manage the billing profile in addition to the original environment creator, a request should be sent to support@simplbooks.ee. This may be necessary if you are using an office plan and multiple people have the right to create new environments. Only a user with billing profile administrator rights can assign a new environment to the correct billing profile in the office plan when creating a new environment.
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