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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
|Payment account||– the client can add funds that you can withdraw for payments;|
|Deposit account||– you track all the service fees for your client.|
Navigate through the Billing account
|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|
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
|fee||✔||Choose the fee rate with wich you tax your client|
|entity type||✔||Choose for what to be the transaction|
|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.|
– 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