How do I add a plan or add-on to a client's sub-account?

You manage a client's plans and add-ons from their contact record:

1. Go to Contacts and search for the client by name, email or phone. Contacts that own a sub-account show a sub-account icon or label. You can also open the sub-account from Settings.
2. Open the contact and go to the Billing tab. It shows the plan they are on, the cards on file, what they purchased (each purchase is labeled add-on or package) and the balance on the account.
3. Click the plus button next to Purchases.
4. Select one of the plans or add-ons you created.
5. Select the client's card on file, or add a new card. The price defaults to your plan's price, and you can override it to give a discount or incentive.
6. Click Complete purchase.

If you do not select a card, the purchase is free. Free purchases create no transaction or invoice; when a paid purchase is billed, the transaction and invoice appear automatically.

If you are creating a sub-account for yourself or for demos, choose Free of charge, because paid plans are billed through your own Stripe account as an agency and you would only be paying yourself.

From the same Billing tab you can also cancel a client's subscriptions.