In this section
Users and Roles
Domains
Finance and Operations
Creating a new deposit or payment account is only for fulfillment clients to choose how they want to be charged for services.
To create it go to Menu -> Billing -> Accounts-> and press the ''+'' button
A new window will open up to fill up the information:
1. Billing profile - Should have a created Billing (from settings -> Billing) for this client's account to generate fees for your services
2. Owner - select the client's user name for the account
3. Name - Name of the billing
4. Type - Select the deposit type for invoicing and charging your clients
5. Contractor - Select your legal entity
6. Customer Currency - Select the legal entity of your client or create a new one
*There are 2 types of account - Deposit and Payment ->
1. In the Payment account, the client can add funds that you can withdraw for payments.
2. In the Deposit account you track all the service fees for your client.
