Billing: add payment details and view statement payments

Overview

Ramp's client billing feature allows partners using the Advisor Console to manage billing for Ramp Plus, Bill Pay fees, and Stack for their clients. Partners can view consolidated client statements and payments in the Billing tab.

Set up client billing for your firm

To set up client billing for your firm, go to the Billing page, click Enter billing details, and complete the following steps:

  1. Payment details
  2. Billing email
  3. Billing address

Add a new client to Plus

To add a new client you're adding to Ramp to Plus, follow these steps:

  1. Click Add Client from the Clients page.
  2. Click Create an account for them.
  3. When choosing Full Ramp Suite or Accounts Payable & Accounting, you'll see the option to enroll them on Plus.
  4. Once the client is approved, they'll be provisioned Plus and the bill will flow to your Billing payment method on file.

Enroll an existing client on Plus

To enroll an existing client onto Plus, follow these steps:

  1. Go to the Clients page.
  2. Click into a client to open the client account page.
  3. In the Products section, click:
    • Start free trial — if the client is eligible, this will allow you to enroll them onto Plus.
    • Take over subscription — this will allow you to start paying the bill on behalf of a client that's already paying for Plus.

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 can include:

  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.
  3. Stack fees cover client Stack subscriptions.

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 Billing tab.