Self paying accounts

Last updated on Mar 09, 2021


Overview

If an account is self paying, their receipt submissions do not contribute towards your Partner or Enterprise plan usage. The account will need to subscribe to and manage a Receipt Stash plan themselves.

If an account is not self paying, their receipt submissions contribute to your Partner or Enterprise plan usage, and payment is included in your Partner or Enterprise plan.

Switching subscription mode

In your Partner or Enterprise Console, navigate to Manage Accounts.

Whether an account is self paying or not is indicated by the Self-Paying column in the Active Accounts table.

Enterprise console accounts self paying column

Remove from subscription

To make an account self paying, click on the Options button on the right-hand side of the account table row, and click Remove from subscription from the dropdown list.

The account will be instantly removed from your subscription and will need to select a Receipt Stash plan themselves to continue submitting to their account.

Enterprise console account remove from subscription

Add to subscription

To add a self paying account to your Partner or Enterprise subscription, click on the Options button on the right-hand side of the account table row, and click Add to subscription from the dropdown list.

Their individual Receipt Stash subscription will be immediately cancelled and all future receipt submissions will contribute to your Partner or Enterprise subscription usage.

Enterprise console account add to subscription