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Adding a New Account (Sub-Account)

Last Updated: May 04, 2017 03:26PM EDT

If you are on the Advanced plan, you can add an unlimited number of sub-accounts within your agency. You can add a sub-account by navigating to Settings >Accounts. Then click the "New Account" button in the upper right.

There are a few key pieces of information to get your new sub account created: 

  1. Name the account
  2. Choose how you want to bill the charges for the account


 

In the billing options, you can choose to put the new sub-account on the same available balance and credit card as your Agency. Or you can choose to enter a new credit card for the sub-account. If you want to do the latter option, there is also the option of inviting your client to enter the new credit card vs. you entering it.

If you ever need to change the billing option for a sub-account, go to to Settings > Accounts and click the text in the "Balance From" column for that sub account. It will bring up a pop up box where you can remove an account from Agency shared billing or put it on shared billing. 

Once the account has been added, you will see it listed on the Accounts page, available from the Settings menu. You can also switch between accounts from this section by clicking on the eyeball next to each account's name in the first column.

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