Consolidated Billing
Rebased Firm supports consolidated billing, which lets you pay your clients’ Rebased subscriptions from a single firm billing account. This is optional — each client can also manage their own billing independently.
How it works
When consolidated billing is enabled for a client, charges are split into two streams:
| Stream | Who pays | What’s included |
|---|---|---|
| Subscription | Your firm | Pro plan fee, team seat fees |
| Usage | The client | AI credit top-ups |
Important: AI credit usage is always billed to the client’s own payment method. There is no automatic fallback from the client to your firm for usage charges.
Billing arrangements
Each business under management has a billing arrangement:
| Arrangement | Meaning |
|---|---|
| Firm-managed | Your firm pays the client’s Rebased subscription. The client’s business shows as “Firm-Managed” in the dashboard |
| Self-managed | The client pays their own subscription. This is the default for businesses added to your portfolio |
When you onboard a new client from the firm dashboard, firm-managed is the default. You can change this at any time.
Setting up billing
Adding a payment method
- On the firm dashboard, find the Consolidated Billing section
- Click Manage Billing to open the Stripe billing portal
- Add or update your firm’s payment method
Enabling firm-managed billing for a client
When onboarding a new client, select Firm-managed as the billing arrangement. For existing portfolio clients, billing arrangement changes are managed through the firm dashboard.
What you’ll see
The firm dashboard shows a billing summary:
| Metric | Description |
|---|---|
| Pro Subscriptions | Total monthly cost for Pro plan clients |
| Team Seats | Total monthly cost for team member seats across firm-managed clients |
| Monthly Total | Combined subscription cost |
Click Manage Billing to open the Stripe portal where you can view invoices, update payment methods, and manage your billing history.
Seat governance
You can control how many team members each client can add, which helps manage your billing exposure:
| Setting | Behaviour |
|---|---|
| Unlimited (default) | Client can add as many team members as needed |
| 0 | No team members allowed |
| Custom limit | Client can add up to the specified number of seats |
When a client reaches their seat limit, they see a message: “Seat limit reached. Contact your advisor to increase the limit.”
Firm team seat billing
If you have a firm-linked business with team members, those seats are billed at the standard per-seat rate — the same as team members on any other business.
For example, if your firm’s business has 3 team members with Firm Access, you pay for 3 team seats at the standard rate (AU: ~$5/mo per seat ex GST).
The firm dashboard shows your current firm team count in the Firm Access team members stat (visible to the practice owner).
AI credits
AI credit usage is always billed to the client, regardless of billing arrangement. Each client business has its own credit balance that resets monthly. If a client needs more credits, they purchase them through their own Settings page.
See AI Credits for details on how credits work.
Related pages
- Setting Up Your Firm — creating your Rebased Firm and billing account
- Firm Team — inviting staff and granting Firm Access
- Managing Your Portfolio — adding clients and managing access
- AI Credits — understanding credit usage and billing
- Settings — business-level settings
Last updated: April 8, 2026