Confirmation.com - Firm Wide Credit Card

Kindly note that Caseware support will close at 12:00 pm on Friday 22nd November 2024. Please access our community for self-service options.

Kindly note that our support team will be on training every Tuesday morning until 9am(SAST). Please access our knowledge base for further assistance

👉🏼 Book here for the Confirmation Orientation: Essentials for New Users monthly webinar.

FAQ

Firm Wide Credit Card

Published:  24/03/2023
How to move to centralized billing, linking all purchases by one or more offices to a single credit card.
 

  Instructions:

High volume users have the option to move to centralized billing, linking all purchases by one or more offices to a single credit card.

Where Office Billing is enabled, we recommend setting up one or more "Supervisors“ to oversee office activity.

To activate the office billing option, kindly click on the below link to complete it and then email confirmations@adaptit.com to notify Confirmation.com that you have sent the form through.


Click here to fill in the form
 
 
Rate this article: 
  (Popularity = 70/100, Rating = 0.0/5)

   Related Articles

Confirmation Billing Guide (Effective 1 Nov 2024) What billing methods can I use to pay for confirmations? How to set up a form for responders in South Africa? Confirmation Billing Guide (Effective 1 Nov 2024) - Africa territories excluding South Africa view all...


   Search Results

Reassigning Client Profiles to Different Audit Users Adding Financial Forms to a Client Profile Roll Forward of a Client Profile Editing Financial Forms in a Client Profile Why can’t I see a client’s profile on my list of clients? view all...



Didn't find what you were looking for?


Watch a video

Check out our helpful video guides

Contact Support

Contact our support team
Copyright © 2024 | All Rights Reserved