The monthly charges for your subscriptions show in the Summary of your products and services section. The charges in this section get billed in advance, from the first day of your current billing period.
The Summary of usage section shows any charges that are over the allowance included with your subscription price. The charges in this section are for what happened in the previous month. For example, if you added 3 employees more than your included employee allowance to your Payroll subscription in September, it will show in this section on your October invoice.
Sage for Accountants customers will also see over limit charges for AutoEntry or GoProposal in this section. For example, if you are allowed 10 free document uploads in AutoEntry but uploaded 12, the charge for the 2 extra documents will show in this section.
Sage for Accountants invoices
The Sage for Accountants invoice includes the Summary of your Practice and Client's products and services.
While this section provides only a summary, you can download a Client level breakdown as a CSV from the navigation bar within Client Management, select your Business name, Manage business account, Invoices, and then Download CSV for the relevant invoice.
NOTE:Any client subscriptions added after your billing date will be appear as a pro-ration charge. These appear as an asterix in the quantity field of your summary invoice indicating pro-ration charges have been included, you can see a full breakdown of these in the CSV.
Pro-ration charges are subscriptions you have added during the month for example:
You added the subscription 23rd August, and your billing date is the 1st September, your next invoice will cover all of September and from the 23rd of August – the date you added the Subscription.
Sage for Accountants invoices do not show client usage for AutoEntry and GoProposal. You can see this on the Client usage page. From the navigation bar, select your business name, Manage business account, and then select Client usage.
To help you understand and navigate the CSV, we have a included a short video guide showing you a quick and easy way to see what you are paying for your Practice and Client Subscriptions.
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