This policy outlines our billing procedures, accepted payment methods, invoicing terms, late payment policies, and dispute resolution. Please review the details carefully to ensure a smooth transaction process.

Accepted Payment Methods:

We accept a wide range of payment methods to make your transactions as easy as possible:

• Major Credit Cards: Visa, MasterCard, American Express, Discover

• PayPal

• Business Checks

• ACH Transfers

• Wire Transfers

Payment Security:

We prioritize your security. Here’s how we keep your payment information safe:

• Secure payment gateways process all payments.

• We encrypt credit card information.

• We comply with PCI DSS requirements.

• We never store complete credit card details.

Billing Terms

QuickBooks Desktop Licenses:

• We require full payment at the time of purchase.

• License fees become non-refundable once activated.

• You may qualify for bulk purchase discounts.

• We may change pricing, but we will notify you in advance.

Bookkeeping Services:

• We bill monthly for ongoing services.

• Payments are due within [X] days from the invoice date.

• We charge a [X]% fee for late payments.

• If you don’t pay after [X] days, we may suspend services.

Pricing

Price Changes:

• We may adjust prices without prior notice.

• However, we will honor existing service agreements at the contracted rate.

• QuickBooks licenses follow Intuit’s suggested retail pricing.

• Bulk purchases may qualify for volume discounts.

Taxes:

• We add applicable sales tax to your order.

• If you’re tax-exempt, please provide valid documentation.

• You are responsible for any taxes that apply.

• International transactions may incur additional duties.

Invoicing

Invoice Delivery:

We deliver invoices as follows:

• We send invoices electronically to your registered email address.

• If needed, you can request paper invoices.

• Monthly invoices are issued for services.

• For product purchases, we issue invoices immediately.

Invoice Contents:

Each invoice includes:

• A description of the services or products.

• Applicable taxes and fees.

• The payment due date.

• Accepted payment methods.

Auto-Billing

Recurring Payments:

We offer recurring payments for ongoing services. Here’s how it works:

• You must authorize payments before we process them.

• We process payments on the agreed-upon billing date.

• We’ll notify you by email before charging your account.

Auto-Billing Changes:

To make changes, follow these guidelines:

• Update your payment method through our customer portal.

• Provide us with 3 business days’ notice before changes.

• We will automatically retry failed payments.

• After a failed payment, we may interrupt services if payment isn’t resolved.

Late Payments

Late Payment Policy:

We offer a [3] day grace period for late payments. After that, we take the following actions:

• A [1.2]% late fee applies to the outstanding balance.

• Repeated late payments may change your service terms.

• We initiate a collections process after [7] days of non-payment.

Payment Plans:

We offer payment plans for eligible customers. To qualify:

• You must arrange payment plans in advance.

• We require approval before setting up a plan.

• Additional terms may apply.

Refunds

Refund Processing:

We process refunds to the original payment method. Here’s how it works:

• Refunds usually take 3-5 business days to process.

• Refunds follow our return policy terms.

• We provide partial refunds for partial service periods.

Non-Refundable Items:

Certain items are non-refundable:

• Activated software licenses.

• Completed bookkeeping services.

• Setup and processing fees.

Disputes

Billing Disputes:

You must report billing disputes within 30 days. To resolve your dispute, provide the following:

• Invoice number.

• Reason for the dispute.

• Supporting evidence.

We’ll resolve the issue within 5-10 business days.

Resolution Process:

We handle disputes in the following steps:

1. Submit your dispute in writing.

2. We’ll investigate the issue.

3. We’ll notify you of the resolution.

4. If necessary, we’ll issue an adjustment.

Account Termination

By Customer:

You can terminate your account by following these steps:

• Provide 30 days written notice.

• Pay any outstanding balances.

• We’ll issue a final invoice.

• We’ll handle your data according to the agreement.

By Company:

We may terminate your account for the following reasons:

• Non-payment.

• Violating terms.

• Engaging in fraudulent activity.

• We will send written notice if we proceed with termination.

Contact Information

For billing-related questions, contact us:

QBD Advisor
275 Cumberland St, Suite 4, Memphis, TN 38112, USA
Email: [email protected]
Phone: +1 (901) 666 6681

Documentation Requirements

New Accounts:

To open a new account, we require:

• Business verification documents.

• Tax ID information.

• Authorized contact details.

• Payment method verification.

Changes to Billing:

For billing changes, we need:

• Written authorization.

• Identity verification.

• Updated payment information.

• Service agreement amendments.