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.
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 company is based in
Country - the country you live in or 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.
Learn more about:
USD Account example:
GBP Account Example:
Note: Accounts with a currency that is not USD can only be funded by invoice