Single invoice for multiple clients

Agencies managing several client accounts can receive one consolidated CostPocket invoice instead of separate invoices per client - this also qualifies you for the accountant benefits.

Steps

1. Open a client's company account in CostPocket.
2. Go to Settings > Billing.
3. Select your agency as the billing recipient for the service.
4. Repeat for each client account you manage.

Frequently asked questions

Does the client see the charges? The client's account shows its plan, but the service invoice goes to your agency — clients receive no separate CostPocket invoice.

Can I undo this if a client leaves? Yes — change the billing recipient back to the client's company in the same Settings > Billing view. See the offboarding guide.

Next steps

• Discount for accountants
• Removing a company under an agency subscription