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 top-up purchaser | AI credit top-ups for a business, person, or practice |
Important: AI credit top-ups are one-off Stripe purchases. They do not automatically fall back to a client or firm subscription payment method.
Billing arrangements
Each business under management has a billing arrangement:
| Arrangement | Meaning |
|---|---|
| Firm-managed / practice-billed | Your firm pays the client’s Rebased subscription. The client’s business shows as practice-billed in the dashboard |
| Self-managed | The client pays their own subscription |
When you onboard a new client from the firm dashboard, firm-managed is the default. When you add an existing advisor-access business to your portfolio using Add to Portfolio, the current flow also enables firm-managed subscription billing.
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 businesses added through Add to Portfolio, firm-managed billing is applied as part of the current add flow.
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
Monthly included AI credits belong to the client’s business subscription. They reset monthly and do not follow an advisor or team member to another business.
Paid top-ups are selected at checkout:
| Top-up choice | Intended use |
|---|---|
| For this business | Credits stay with that client business |
| For me | Personal credits that follow the purchaser across eligible interactive work |
| For this practice | Practice credits for Rebased Firm owners doing advisory-managed client work |
The firm dashboard separates the firm’s own business from portfolio clients. Your firm’s own business is self-managed unless it has its own subscription or billing arrangement.
See AI Credits for details on how credits work.
Ownership transfers and billing
Ownership transfer is managed from the client business under Settings → Business → Ownership. It is separate from adding a business to your firm portfolio.
Common firm scenarios:
| Scenario | What happens |
|---|---|
| Client owner → advisor owner | The client starts the transfer, the advisor accepts, and the advisor can use practice billing if they own a Rebased Firm billing account. |
| Advisor owner → client owner | The advisor starts the transfer and the client accepts. If the business is Pro and firm-managed, the client sets up self-billing before ownership changes. |
| Advisor owner → advisor owner in same practice | Practice billing can continue when the same practice remains responsible for the subscription. |
When a firm-managed Pro client transfers ownership to a client owner, Rebased removes the business from firm-managed subscription billing as part of the handoff. The client’s new owner becomes responsible for the subscription payment method.
Business-owned AI credits stay with the business during an ownership transfer. Personal top-ups remain with the purchasing user. Practice top-ups remain with the Rebased Firm practice.
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
- Transfer business ownership — handing owner control between clients and advisors
- AI Credits — understanding credit usage and billing
- Settings — business-level settings
Last updated: June 13, 2026