How to get paid: Accounting, billing, and payments

FAQs covered in this article

• How do I confirm my bank account details?
• How do I set up my payout method to receive funds?
• How can I transfer my available funds to my bank account?
  
  

Setting your general banking setup

1. Fill in and confirm your bank account details are correct.
2. Input your billing address.
3. Add your accounting department’s contact information so clients can easily handle invoicing and payment inquiries.
   
   
   

Setting up your payment method

Payouts allow you to receive funds directly into your bank account. Here's how to set it up:

1. Enter the recipient’s email and business name, then click Save.
2. Ensure the email address matches the name of the person authorized to receive funds in the bank. 
3. Scroll down and click ‘Add payout method’ to begin.
4. Scroll the page and click on add payout method to begin the setup.
   
5. Fill in the general information required.
6. Click next to complete all fields.
7. After saving, your account will be set up to receive payments.

Managing your funds 

This section functions as your internal bank account, showing:

• Current balance available.
• Amounts withdrawn.
• Funds in transit.
• Total revenue balance.
  
  

You can transfer available funds directly into your selected bank account from this page by clicking the "Transfer available funds" button at the top right corner.