Billing Accounts hold funds for your team(s). Each account can have only one type of currency added to it. This article will explain how to add a billing account. You will need Admin access to add a billing account.
Learn more about adding funds to your Billing Account!
Adding a Billing Account
To create a Fund Management Billing Account select Add Billing Account from your Profile Settings > Billing > Accounts and then add the following information:
- Account Name - the name of the billing account ex. Sales Team
- First Name - your first name
- Last Name - your last name
- Work Email - your work email
- State - the state you live in or your company is based in
- Country - the country you live in or your company is based in
- Currency - the currency you wish this account to be associated with (only one can be chosen)
Next, select Save. By default, newly created USD accounts have the Auto-Reload feature turned on. You are now ready to add funds and link this account with a team.
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Note: Accounts with a currency that is not USD can only be funded by invoice