To purchase for a new client

To purchase subscription for a new client

Info
This article is for our Inner Circle members who are wanting to purchase a subscription through their own portal for their clients. If you are a standard user of Cashflow Manager and you wish to purchase a subscription, please head to the 'Shop' section and complete the checkout. Alternatively, you can call our customer support team on 08 8275 2000.

Purchasing a subscription for your clients offers several benefits. It allows you to streamline their access to Cashflow Manager while maintaining control over their subscription. Additionally, enabling Auto Renew ensures uninterrupted service, reducing administrative tasks and preventing accidental lapses in their subscription. This feature can be turned on or off at any time, giving you full flexibility.


Requirements to purchase a new client subscription 

To proceed, you must have an active Inner Circle Membership. Refer to these articles if needed:
  1. Existing IC Membership Renewal
  2. New IC Membership Purchase

Log into your IC Portal

  1. Visit our website.
  2. Select For Accountants and navigate to Accountant Portal.
  3. Log into your IC account.

Resetting your password

If you have forgotten your login details, click on Lost Password to reset them.

Purchasing a subscription for a new client

Access your clients list

Once logged in, select My Clients from the left-hand menu.

Register a new client

1. Click Register New Client



2. Enter all required client details, including their email address (this is mandatory, but no emails will be sent to the client).
3. Click Register.


 
4. The client will now appear in your client list.


 

Purchase a subscription

1. Find the client in your list and select Show Details.
2. Scroll down to New Purchase.
3. Open the Select Product dropdown, choose a subscription, and click Purchase
You will be redirected to the checkout, where your details and the client’s details will be pre-filled.



Setting up auto-renewal

  • Find the the option to set up the client’s subscription for automatic renewals. You can choose to enable or disable Auto Renew at any time.
  • Once you've entered payment details and agreed to the terms and conditions, complete the purchase.


Confirming the purchase

  • You will see an Order Confirmation screen.
  • A confirmation email will be sent to you (not to the client).

Managing client subscriptions

To manage an existing client’s subscription:
  1. Go to My Account > My Clients.
  2. Click Show Details for the relevant client.
  3. Under Subscriptions, you will see the purchased license details.
  4. You can also view order details and renew a subscription by selecting the Order ID.


Alert
The client purchases made before the portal update in February 2025 will be listed under "Billing History".

Managing auto-renewal

  • To turn Auto Renew on or off, click the Subscription ID.
  • You will be redirected to the order details page, where you can toggle Auto Renew.

 
This guide ensures a smooth process for IC members purchasing subscriptions for their clients. If you have any issues, please reach out to our support team at 08 8275 2000.

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