Select your clients/accounting firm as the Monthly Usage Fees Payee

You can now choose the payee for Knit's monthly usage fees right from your practice manager! To change one of your client's bill payee option:

  1. Open your Practice Manager and open the Clients tab
  2. Locate the Company that you would like to change the payee for
  3. Select the Pencil Icon under the Paid by column (see screenshot), the Edit Billing window will open
  4. From the drop-down menu, select either Accountant or Company from the drop-down menu and select Update

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