Choose between client-paid and accountant-paid subscriptions

The right billing model depends on the commercial relationship, not the number of documents in the file. A customer who already pays for Just Invoice can authorize an accountant without moving billing. A firm that includes the product in its service can sponsor the customer's seat instead. Both models can coexist in one accountant workspace.

Before choosing, ask who introduced the tool, who expects to control the subscription, and how the engagement may end. A billing arrangement that looks simple today can become confusing if neither side knows who handles cancellation or a departing customer.

When customer-paid access fits

Keep customer-paid billing when the owner already uses Just Invoice independently and wants the accountant to review their documents. The subscription remains the customer's responsibility. The accountant's connected access is free and does not consume sponsored capacity.

Consider a long-standing consultant who uses the product to invoice several customers. Their accountant does not need to fund the seat merely to review a year-end file. This avoids an unnecessary subscription transition and lets the entrepreneur keep using the same workflow if the professional engagement changes.

When sponsorship fits

Sponsorship fits when the firm deliberately includes the product subscription in a client service. The firm buys recurring capacity, invites the customer, and keeps track of reservations and assignments. The customer still owns their account and accepts access explicitly.

For example, a firm may sponsor six new businesses in an onboarding package while connecting freely to four existing customer-paid accounts. Ten connected files do not mean ten sponsored seats. The firm's capacity calculation is based on the six sponsored clients plus any sponsored invitations still pending.

Compare responsibility rather than feature lists

Professional fees are separate. An accountant may charge for their services under either model. A free connection does not imply free bookkeeping, and a sponsored seat is not a tax preparation fee.

Handle transitions deliberately

An existing customer subscription must be resolved before sponsorship acceptance if it conflicts with the new model. Do not assume cancellation inside one provider is instantly reflected everywhere or that the portal transfers an Apple or Google subscription. Confirm the actual state and use the application's review screen.

If sponsorship ends, records are preserved but that source of premium entitlement ends. Agree on personal billing or another suitable arrangement before a deadline. Keep the discussion in writing so the customer understands both the document access and the payment responsibility.