Routing payment to your accountant

What this is

Many organizations have one person who manages legal beneficiaries (caseworker) and another who handles invoices (accountant). LeyApp lets you separate the two: the caseworker creates cohorts and bookings, the accountant confirms the card.

The accountant gets a single email with a magic link, confirms a card on Stripe, and from that moment all future bulk submissions authorize automatically.

How to set it up

1. In Dashboard → Organization → Billing, choose "An external accountant" and enter their email.
2. Save. The accountant receives a confirmation that they were named billing contact.
3. On the next bulk booking submission, if no card is saved yet, we email the accountant a magic link to confirm the card.

What the accountant sees

A LeyApp page that summarizes how many consultations they are authorizing and from which organization. They enter card details directly in a Stripe form — LeyApp never sees the data.

After they confirm, the cohort is automatically authorized and the caseworker is notified. The accountant gets a Stripe receipt for each consultation as it is captured.

Reusing the saved card

Once a card is saved, all future bulk submissions for the same organization use it automatically. The accountant only needs to set it up once unless you replace the card.

Changing the accountant

You can change the billing contact at any time. The new accountant will be asked to confirm the card the next time a payment authorization is needed.