Set up Client Billing

With Client Billing, you can automatically bill your clients every month or year — and set the price they pay you for hosting. We'll even send you your tax info to make filing a breeze. After you create your Client Billing account, you can start billing clients for each of your projects.

Before you get started

Learn everything you need to know about Client Billing, including supported countries supported, credit card processing fees, platform fee, and receiving your earnings.

In this lesson

1. Creating your Client Billing account
2. Deleting your Client Billing account
3. Setting up Client Billing on a project
4. ‍Send the payment link to your client

Creating your Client Billing account

Go to Account → Billing tools and create a Client Billing account.

You must have a verified Webflow account in order to set up Client Billing.

⓵ Select your country

Be careful to pick the right country because you can’t edit this later (unless you delete your Client Billing account.)

Did you choose the incorrect country? Scroll to the bottom of the page and delete the Client Billing account. Start the process again.

⓶ Fill out general information

Make sure your business Name and details are correct before setting up your Client Billing account. You won't be able to change this information once your account is verified.

Residency and currency

Pick the currency your bank is set up to accept. This isn’t the currency your clients will be charged in, just the one we’ll pay you in. So if you’re a British designer working for Swedish clients, choose pounds, not krona.

Account details

Fill out your business details. If you’re an individual, just enter your business name and move on. If you’re a company, we’ll need your business tax ID and your personal ID number. This is used to provide you with a 1099-k tax form.

Personal Info

Fill out your personal information. You need to fill out all the fields (except optional ones) to proceed to the next step. Your personal ID number is your SSN (United States) or SIN (Canada). If you live in another country, use the appropriate ID number for your nation (if applicable).

Agree to the terms, save and continue.

Privacy & security note
We never store your Personal ID Number on our servers. We encrypt your details before sending them to our payment gateway, where they’re used to verify your identity.

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⓷ Submit your ID document

To verify your identity, upload a high-quality photo of your government-issued identification. This can be your passport or driver’s license. If you don’t have this handy, you can skip this step and finish later. At this stage, you can start setting up clients on your projects and come back later to upload your ID documents.

Privacy & security note
We never store your ID Documents. They will be passed directly to the banks to verify your business information.

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⓸ Fill your bank account information

With Client Billing, you can set a profit margin, provide your routing number and account number (or IBAN number) so we can deposit your profit directly in your bank account. You can only set up your bank account information after you upload your ID in step 3 above.

• Routing number — a nine-digit number that is usually found on a check provided by your bank. Contact your bank if you cannot find your routing number.
• Account number — enter your bank account number
• IBAN (account) number — if you're an EU user, enter your IBAN (account) number

Privacy & security note 
We never store or send your bank account information over the internet.

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That’s it! Now, you're ready to set up Client Billing for your projects.

Deleting your Client Billing account

You can delete your Client Billing account during the process of creating your Client Billing account. You can also delete the account if you haven't added any clients yet. The button that allows you to delete your Client billing account is located at the bottom of your account settings → billing tools → Client Billing page.

You cannot delete your Client Billing account after you've set up clients. Contact support for more info.

Setting up Client Billing on a project

After you set up your Client Billing account, you can now set up client billing on any one of your Webflow sites from Project settings → Billing → Client Billing.

1. Client information — basic personal information about your client, such as their name, email, and phone number.

2. Invoice Customization — by default, Client Billing invoices are sent to the client using your own company information. You can toggle those off if you prefer to not send invoices directly to the client, or if you want to set Webflow as the invoicing company.

• Email invoices to clients (on by default) — turn this off to stop sending invoices to clients
• Use your company name and email in invoices (on by default) — turn this off to replace your company information with Webflow's

Turning custom branding off will remove your company information from old invoices as well. This way you can re-download and resend old invoices to your customers.

3. Site plan — choose a site plan if you haven't set up one yet. Make sure to choose the correct monthly or annual plan.

4. Charge details — enter how much you’d like to profit from this project’s hosting subscription, plus some details about the service you're charging for, and the name that will appear on your client's credit card statements. Learn more about how these payments work and who gets to pay the credit card processing fees and the platform fee.

• Monthly or annual profit — enter how much you’d like to profit each month or year. This amount is paid by your client and deposited into your bank account. If you do not wish to make any profit, enter 0.
• Tax percentage — enter the tax percentage and we'll add it to the total amount of your client's invoice.
• Services description and credit card statement description — These fields are required. You're limited to 22 characters in the credit card statement field because credit card companies only allow very limited characters for this field (most use 26, but some only allow 22).

4. Create the client

Send the payment link to your client

Now that you’ve added all your client’s information, you can send them the non-branded payment link to a page where they’ll add their payment info.

This is what your clients will see when they visit the payment link you sent them:

After your client adds their payment info, all new hosting charges will be billed directly to their credit card. If you’re transferring your own hosting over to Client Billing, the first charge will take place at the end of your site’s billing cycle (within 30 days).

Whitelabel the Client Billing form

You can whitelabel Client Billing payment forms if you have Pro or Team account. To replace the Webflow logo on the payments page with your own logo, you can upload one in Project settings →CMS → Editor branding. 

Review your earnings

After you set up a customer, and they add their payment info, you’ll see a list of invoices you can pass along to the client.

To see all the customers you’re managing with Client Billing, and review your earnings, head to Account → Billing tools.

Read next

• Managing Client Billing