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January 4, 2024
Question

Cancel subscription without transfer to client

  • January 4, 2024
  • 1 reply
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1 reply

January 4, 2024

Hi userlawrencelynn25, thanks for posting on the Community

 

The transfer billing to client option is the correct way to remove a client from your plan. 

 

This suspends the billing on the client file and allows it to be picked up by the client if they desire. There is no requirement for the client to re-subscribe after transferring the billing to them.

 

For further information on managing your ProAdvisor discount clients, see here.