How to use or fill out brightree information form with our platform
- Click ‘Get Form’ to open the brightree information form in the editor.
- Begin by entering your Company Name and EIN Number in the designated fields. This information is crucial for identification purposes.
- Fill in the Company Main Contact details, including their status (Incorporated, Partnership, Sole Proprietor) and contact numbers. Ensure accuracy for effective communication.
- Provide both the Company Mailing Address and Physical Address. Include City, State, and Zip Code for each to facilitate proper correspondence.
- Complete the Accounts Payable/Invoicing Contact section by adding primary and secondary invoicing contacts along with their work phone numbers and email addresses.
- Review all entered information for accuracy before submitting. This ensures that invoices are sent correctly to multiple contacts as needed.
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