What billing methods can I use to pay for confirmations?

  Answer:

• Default method - credit card details would be entered when a confirmation request is sent, by the individual sending the request i.e. per engagement, with an expense claim being submitted to the firm by that individual; or
• Alternative option - we can set up a firm/office credit card in the system that would be charged when requests are sent i.e. the user initiating the request would not need to enter credit card details per request. A billing report/invoice can easily be pulled from the system for each engagement to track what the confirmation charge was for that engagement. If you want this option please  email confirmations@adaptit.com to obtain the form to complete.

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