Billing accounts

Billing accounts – Deposit & Payment

A billing account – this is where all transactions are saved. The accounts are 2 types: Deposit & Payment
– without a created billing account, the user can’t generate reports and use can’t billing

Type	Description
Payment account	– the client can add funds that you can withdraw for payments;
Deposit account	– you track all the service fees for your client.

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Navigate through the Billing account

Feature	Description
Invoices	Create & Download invoices
Transactions	View all transactions charged for services
Rates	Check the rates you are getting charged with
Account information	View all the data for your payment account

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How to manually add a transaction to the account?

When you open the billing account and go to the ”Transactions” tab and click on ”+” on the top right ->

This will open a panel with the fields: fee* / invoice / value / date / entity ID* / ext id / comment

Field	Required	Description
fee	✔	Choose the fee rate with wich you tax your client
entity type	✔	Choose for what to be the transaction
value	✔	choose price
date	✔	choose date
entity ID	❌	fill in if you know the id of the order / document, etc.
ext id	❌	if you have or need an external identification code
comment	❌	Leave a comment to describe what is the transaction for.

FAQ

– How to add rates for billing to an account, so I can see all transactions?

You can do this by creating a billing with rates and assigning it to the client’s billing account. Check this article: LINK

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