Managing client billing in Ramp Advisor Console

Overview

Note: This feature is currently in Beta. Contact your Channel Partner Management team to request access.

Ramp's client billing feature allows partners using the Advisor Console to easily manage all subscriptions and fees (Ramp Plus and Bill Pay fees) for their clients. Partners can view consolidated client statements and payments in the Client billingtab.

Set up client billing for your firm

To enable client billing for your firm, reach out to our Channel Partner Management team.

Once your client billing is enabled for your firm, follow these steps:

  1. Navigate to Clientstab
  2. Select the client you would like to enroll in client billing (if any)
  3. Here, you'll be able to identify whether your client is already on Ramp Plus or upgrade them to Ramp Plus via client billing

Managing client billing settings

To manage your client billing settings, navigate to the Client billingtab.

From the Client billing page, you can manage your client billing preferences and access your payment history, past statements, and current charges.

Frequently asked questions

What are Ramp service fees?

Accounting firms can elect to cover Ramp service fees for customers. Ramp service fees via client billing fall into two categories:

  1. Ramp Plus fees cover the Ramp Plus subscription, offering advanced flexibility, scale, and integrations to address our customers’ most complex financial needs.
  2. Bill Pay fees cover fees for same-day ACH ($10), Swift USD ($20), and domestic wire ($15) payments. These fees are waived when made from a Ramp Business account.

Is the partner or the client paying for Ramp Plus?

Where can I find my statements and payments?

You’ll be able to see your statements and payments by navigating to the Client billingtab