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This article describes how firms can opt into the process of Crunchafi Lease Accounting billing their clients directly.

Firm Administrators have the option to enable Crunchafi Lease Accounting to send invoices directly to your clients.  If you would like your clients to be billed directly from Crunchafi Lease Accounting, follow the prompts below:

• On the Client Accounts page, click the pencil to edit the Client Account. Select Crunchafi to Bill Client, then enter the Client Billing Contact Name and Email Address, click Save:
  
  
  • The Client Billing Contact Name and Email should be the person who will sign the billing agreement.  
  • The Client Account will now have report exports disabled pending receipt of a signed billing confirmation form.
  • Billing Confirmation Forms are sent to clients via DocuSign.
• Crunchafi will receive a notification and reach out to the Client within 24 hours to establish a vendor relationship.
• The exporting of reports for the Client Account will be disabled until the client signs the billing confirmation form.

• Crunchafi Direct Bill Clients will be charged according to the Direct Bill price detailed in the Firm agreement with Crunchafi. To find this price, please refer to your signed Crunchafi agreement form.
• When the Crunchafi team has received the signed billing confirmation form, the exporting of reports functionality will be enabled, and a notification will be sent to the firm user who added the client. The notification will be sent within 24 hours of Crunchafi receiving the signed billing confirmation form.
• Questions regarding this process can be directed to your Account Manager or the Crunchafi Billing Team, billing@crunchafi.com.