Billing Onboarding

Business/Organization Name(Required)

Name of Person Completing Form(Required)

Email of Person Completing Form(Required)

Name and Contact Info of Primary Contact for Account (if different)(Required)

Business Address(Required)

Street Address Address Line 2 City State ZIP Code

Business Phone(Required)

*NOTE* Invoices are sent through email by QuickBooks on the 20th of each month and they are due within 15 days unless otherwise agreed upon with TFM. Due dates for services added after the 20th for the next month will be discussed and agreed upon separately. --Please list any email address(es) bills should be sent to each month, separating multiple email addresses with commas. The email will come from our TFM Quickbooks, and you may need to check your spam folder and add it to the SafeList the very first time.--(Required)

Person Responsible for Billing (Name and Email)(Required)

Physical Billing Address(Required)

Street Address Address Line 2 City State ZIP Code

Preferred Phone Number of Responsible Billing Party(Required)

Do you prefer email, text, or phone calls for additional billing communication? (Please choose all that are acceptable.)(Required)

Does your business have a regular check run procedure with regular timing? If so, what is it?(Required)

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Billing Onboarding

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