Associate Clients with the Billing Profiles

Once you have created one or multiple Billing Profiles under SetUp > Billing Profiles. The next step is to associate Clients with the Billing Profile. 

Hopstack allows you to efficiently manage multiple clients under a single Billing Profile, streamlining your billing processes. Follow these steps to associate multiple clients: 

1. Navigate to Client Management

   1. Log in to the Hopstack platform using your credentials 

   2. Go to Set-Up 

   3. Select “Client Management” 

2. Select Client for Association

   1. A list of Clients are displayed unde the Client Management

   2. Select the Client you want to associate a Billing Porfile with. Click the associate icon  under the Actions to associate Billing Porfile and Billing Period

   3. Please Note: Only Active Billing Porfiles will be visible for association

Note: Currently, Hopstack only supports Billing Period as “Monthly” 

Hopstack provides the ability for you to associate multiple clients to a single Billing Profile, optimising your Billing processes.