Removing a company under accounting company subscription
There are two ways to remove a client company et, depending on the situation:
1. Client Cancels Accounting Services but Wants to Keep CostPocket
If your client wishes to continue using CostPocket independently:
- Go to Settings > Company Information and change the billing recipient to the client’s company.
- Go to Settings > Users and make the client’s representative an admin of the account.
At this point, the client fully manages the account, and future invoices will be sent directly to them.
2. Client Cancels Both Accounting Services and CostPocket
If the client no longer wishes to use CostPocket:
- Follow the same steps above to transfer ownership.
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Then, go to Settings > Pricing and switch the plan to "Pay as You Go". If no documents are submitted, no invoices will be issued.
All previously submitted documents will remain archived, and the client can resume use of CostPocket at any time.
- All previously submitted documents will remain archived, and the client can resume use of CostPocket at any time.
OR
- Email [email protected] to request complete deletion of the client account from the system.
If your client wants to cancel accounting services, but wishes to keep CostPocket:
• Edit the recipient of the invoice for the service in Settings > Company information.
• Set the company representative as admin of the CostPocket account in Settings > Users.
Now the account if fully managed by your client and invoice will go them.
If your client wants to cancel accounting services and CostPocket:
• Same steps as above, but also set pricing plan to Pay as you go in Settings > Pricing. With no documents submitted, no invoice will be issued. In this case, previously submitted documents stay in archive and use of CostPocket services can be resumed any time.
• Alternatively, write to [email protected] to fully delete the client account from the system.