Billing: add payment details and view statement payments

Overview

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 Billing tab.

Set up client billing for your firm

To enable client billing for your firm, go to the Billing page, click Enable client billing, 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 drawer.
3. In the Product section, click:
   • Start free trial — this will allow you to enroll the client 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 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?

• You'll be able to see who is paying for Ramp Plus by navigating to Clients > select respective client > view Ramp Plus section.
• The charges for your latest billing period can be found by navigating to the Billing tab.

Where can I find my statements and payments?

You'll be able to see your statements and payments by navigating to the Billing tab.