Billing Models
This section explains the two billing models in Atlas and helps you decide which suits each client.
Two Billing Models​
Every client you work with in Atlas uses one of two billing models. The model decides who pays for the client's Fiskl subscription and who owns the account.
- Charge Us — Your firm pays for the client's subscription and owns the account
- Client Pays — The client pays Fiskl directly and owns their own account
You can use both models on the same branch, so each client can be on the model that suits that relationship.
Comparing the Models​
| Charge Us | Client Pays | |
|---|---|---|
| Who pays | Your firm | Your client |
| Who owns the account | Your firm | Your client |
| How it starts | Your firm creates the client account | You invite your client, or your client invites you |
| Who can disconnect | Only your firm | Either party |
| How billing works | One monthly invoice per branch for all Charge Us clients | Your client pays Fiskl directly |
| Payment method needed | Yes, verified and in the branch billing currency | No |
| Who manages the plan | Your firm | Your client |
| Ownership transfer | Available, to the client | Not needed |
| Fiskl Partner Program commission | Not eligible | Eligible |
Which Model to Use​
Charge Us works well when you provide a fully managed service. The client relies on you for their accounting, you control the account and its plan, and the subscription cost can be built into your fees.
Client Pays works well for advisory and bookkeeping relationships, and for clients with their own in-house finance team. The client keeps control of their account and subscription.
A client's billing model cannot be changed once the account is connected. See Switching Billing Models for your options.
Available Guides​
- Client Pays Model — How clients connect, pay, and disconnect
- Charge Us Model — Billing verification and what to know before adding a Charge Us client
- Charge Us Subscriptions — How your monthly branch invoice, prorating, and plan changes work
- Switching Billing Models — Transfer ownership to a client, or move a client to Charge Us
Related Topics​
- Adding Clients — Add clients using either billing model
- Accepting Client Invitations — Accept invitations from clients who already use Fiskl
- Atlas Settings — Add or update a branch payment method