Dec 12, 2017 08:44:49 PM by Ryan S
Trying to use different billing methods for different contracts as they serve different companies / entities. Is there a way to do this?
Dec 12, 2017 10:03:53 PM by Petra R
@Ryan S wrote:Trying to use different billing methods for different contracts as they serve different companies / entities. Is there a way to do this?
Hi Ryan,
There is, but it is a little fiddly....
What you can do is set up "Teams" under your main client account, which creates essentially "sub-clients" and in each team you can set different payment methods.
In your settings, click on Teams - then tick the box "I want to enable Teams for my Upwork account."
It walks you through it from there!
Dec 8, 2020 07:17:30 AM by Tom S
How do you change the payment method to a Team? I've activated teams but don't see an option anywhere to assign a particular credit card to a team.
Dec 8, 2020 09:13:10 AM by Bojan S
Hi Tom,
I'm sorry to hear that this process caused trouble. To assign each of the teams you have with a different financial account, please follow the instructions shared within this help article under the "Designated Financial Account" section.
Let us know if you need any further assistance.
Thank you!