This lesson will show you how to add an account to SaasCase and will explain the functionality of accounts within the system.
Accessing accounts
You can access the accounts page by clicking the "Accounts" button on the main toolbar. The accounts page allows you to store your business accounts in order to process payment through the billing system.
To add a new account, click the "New account" button in the upper right corner of the page.
Adding a new account
You will now be presented with a form of account details to fill out. You can choose whether the account is a trust account or an operational account depending on its purpose.
You can then fill out the account details and enter the currency used and balance in the account.
Save your account
Once you have finished entering your account details, click "Save Changes" to add the account to the system.
You can also select the account to act as your default account which will have it selected as default when you go to process a bill payment.
Using Accounts
Account are used in conjunction with the billing system to process payments. Once an invoice is generated, you can recieve payment through any of your accounts on the system.
Receiving payment will update the account balance, allowing you to keep track of payments recieved and ensure that all of your invoices are paid on time.