Add a Business Account
Rafael Cardoso avatar
Written by Rafael Cardoso
Updated over a week ago

To add a Business Account, please see below:

1. Go to Settings > Admin > Payment & Finances > Business Accounts.

2. Click on the 'Add business account' button.

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3. Once you have done this a pop up will appear, here you will be able to enter all the relevant information. This includes being able to set a default payment method, price list and discount as per the below screenshot.

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To learn how to assign a customer to a business account please click on this link (here).

Please note: When setting up a business account, you will need to ensure that all fields are filled in.

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