Accounting service providers may face situations where clients transition to in-house accountants or switch to different accounting firms. In these instances, Envoice offers a solution to smoothly transfer the Envoice company account, along with all accounting source documents, to the client or the new service provider.
The easiest way to perform this transfer is to move the Envoice account from the accounting firm to the client or the new service provider. To do this, follow these steps:
If the Accounting Firm Pays for the Envoice Account:
- Ensure the company's representative has administrator rights in the Envoice account. If not, grant them this privilege. For instructions on changing user rights, see: How to change user rights?
- The company's representative (now the new administrator) must connect the company's Envoice account to their Billing Account. If the company (or the new accounting service provider) does not have a billing account, they will need to create one. To learn how to create an Envoice Billing Account, refer to: How to create an Envoice Billing Account?
- If the company (or the new service provider) is implementing new accounting software (or creating a new account within the accounting software), it's crucial to deactivate the active integration with the current accounting software. You can find this option in Settings > Integrations. Select the active integration and deactivate it. Then, activate a new integration with the new accounting software by following the same path: Settings > Integrations. Select and configure the desired integration.
- Deactivate users who no longer require access to the company account (former employees of the service provider). To understand how to deactivate a user, please consult: How to deactivate a user?
If the Company Pays for the Envoice Account:
If the company covers the Envoice subscription themselves, it means they already have their Billing Account established, and there is no need to make changes in billing setup.
- If a new accounting software is being introduced (or a new account in the accounting software is created), follow the same procedure as outlined above for the accounting firm. Deactivate the active integration with the current accounting software in Settings > Integrations. Select the active integration and deactivate it. Then, activate a new integration with the new accounting software (or the new account within the accounting software) by following the same path: Settings > Integrations. Select the desired integration.
- Deactivate users who no longer need access to the company account (former employees of the service provider) using the instructions provided here: How to deactivate a user