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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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