Client Billing Method
Firms using Crunchafi Lease Accounting can select on a client-by-client basis whether invoices are billed to the firm or directly to the firm's client, with the direct billing option requiring client billing contact details, a signed DocuSign confirmation form to enable reporting and exports, and subsequent billing based on the firm's negotiated contract terms.
Direct Client Billing Method
This article covers how firms can opt into the process of Crunchafi Lease Accounting directly billing their clients
Firms can choose their billing method on a client-by-client basis when adding or editing a client account in Crunchafi Lease Accounting. There are two options:
- Firm to Bill Client: Invoices are billed to the firm (separated by client)
- Crunchafi to Bill Client: Invoices are billed directly to the firm's client
When a Firm Administrator chooses the Crunchafi to Bill Client method, they are prompted for the following details: Client Billing Contact Name and Client Billing Contact Email.
Shortly after the client account is created or the billing method is updated, the Billing Team will send a confirmation form via DocuSign to the designated billing contact and Crunchafi will reach out to establish a vendor relationship.
The reporting and export options for the client account will be disabled until the client signs the billing confirmation form. Any invited client users, however, will still be able to log in and utilize the other Crunchafi Lease Accounting features.
After the client confirms billing terms and pricing based on firm's negotiated contract, Crunchafi Lease Accounting enables the client account reporting for all users.
Additional Notes
- Crunchafi Direct Bill clients will be charged according to the Direct Bill price detailed in the Firm Agreement with Crunchafi.
- Once the billing confirmation form is signed, reporting will be enabled and a notification will be sent to the Firm Admin who added the client (usually 24 hours).
- Questions regarding this process can be directed to your Customer Success Manager or the Crunchafi Billing Team ( [email protected]).
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