The GoldFynch application lets you assign an Organization member with the Org Billing Admin role to have a dedicated role to handle the Organization's billing requirements.
The Org Billing Admin member will be able to view invoices, make payments, add clients, and adjust the bill back settings for Organizations. The organization billing admin member will not have access to the cases within the organization unless you have specifically granted them access.
Adding a billing admin member to your organization
Step 1. Log in to your GoldFynch account
Step 2. Navigate to the Organization page by clicking on the Organization option in the menu on the top-right corner of the page
Step 3. Click on Manage against the Organization you want to add the member to
Step 4. Navigate to the Members tab
Step 5. Click on +Add New Member
Step 6. Add the member's email address
Step 7. Select the 'orgBillingAdmin' option from the 'Invitee's initial role' drop-down
Step 8. Click on Invite
An email invitation with access to the organization will be sent to the member you have added. The member will now be able to view and pay invoices for the organization. Check out how here.
When a charge is made against the Organization, they will get an email (as will any Admins and Owners of the Organization)
Learn more about making payments for an Organization here.