Removing a company under accounting company subscription
There are two scenarios when removing a client company account:
1. Client cancels accounting services but keeps using CostPocket
If your client wishes to continue using CostPocket independently:
- Go to Settings > Billing 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, but would like to keep the option to resume using it in the future and retain access to all previously submitted documents:
- Follow the same steps above to transfer ownership.
- Switch the plan to Robo Free in Settings > Billing - no more invoices will be issued before a paid plan is chosen.
If the clients wants to completely delete the account and all submitted documents from CostPocket system, then contact our team at [email protected].
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