You can now choose the payee for Knit's monthly usage fees right from your practice manager!
Note: Make sure that you have a bank account added to your Practice Manager, you will not be able to assign your firm as a bill payee. Click here for instructions on how add your accounting firm's bank account to your Practice Manager
- Open your Practice Manager and open the Clients tab
- Locate the Company that you would like to change the payee for
- Select the Pencil Icon under the Paid by column (see screenshot), the Edit Billing window will open
- From the drop-down menu, select either Accountant or Company from the drop-down menu and select Update