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Charge Us Model

This guide explains how the Charge Us billing model works, including billing verification and what to know before you add a Charge Us client.

How Charge Us Works​

With Charge Us, your firm pays for the client's Fiskl subscription. In Atlas, these clients are called managed clients. You create the client account from Atlas and select their plan, and the cost appears on your branch's monthly invoice.

Your firm owns the account, and the client cannot disconnect from your firm. When you create the account, you become the client's primary accountant. You can change this later.

Billing Verification​

Before you add your first Charge Us client on a branch, Fiskl needs to verify your payment method. You only do this once per branch.

You activate Charge Us with a card, either from Billing in your branch settings or at the Verify stage when you add your first Charge Us client. Card payments can be approved instantly, depending on Stripe's checks. The payment method currency must match the branch billing currency.

Once Charge Us is activated, you can switch to another payment method supported by Stripe in your region, such as SEPA, BACS, or Revolut Pay.

You cannot add Charge Us clients until verification is complete. If Stripe's checks aren't enough to approve your payment method, Fiskl arranges a call with your practice.

This step exists because Charge Us subscriptions are billed at the end of each billing period, rather than at the start like standard Fiskl subscriptions.

Before You Add a Charge Us Client​

When you add a Charge Us client, you will:

  • Select their plan: Solo, Pro, or Prime
  • Enter their details, including an email address that isn't already used by another Fiskl account
  • Enter their company details and select their account currency
warning

The currency you select becomes the client's base currency in Fiskl, and all their accounting is set up in it. It cannot be changed after the account is created.

You can upgrade or downgrade the client's plan at any time. See Adding Clients for the steps.

Billing​

Fiskl sends one invoice per branch each month, covering all Charge Us clients on that branch. See Charge Us Subscriptions for how prorating, plan changes, and your estimated bill work.

Disconnecting a Charge Us Client​

Because your firm owns a Charge Us account, you decide what happens to it when you stop working with the client, or need to pause the service. You have three options:

OptionWhat happens
SuspendAccess is suspended temporarily, and your firm keeps ownership. Billing pauses and the account moves to the archive tier, where it stays readable. You can reactivate it later.
Transfer OwnershipOwnership of the account passes to the client. Billing stops for your firm, the account moves to the archive tier, and the client upgrades to their own subscription to keep using it. See Switching Billing Models.
Permanently DeleteThe client account is completely removed, all access is revoked, and billing stops. Fiskl keeps the data for 14 days.

To disconnect a Charge Us client:

  1. Go to Clients
  2. Select the three dots at the end of the client's row, then select Disconnect Client
  3. Under Disconnect Type, select Suspend, Transfer Ownership, or Permanently Delete
  4. In Reason, explain why, using at least 10 characters
  5. Select Disconnect Client

You can also start from the client page, using More actions.

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Transfer Ownership and Permanently Delete cannot be undone.