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d8a1e650
Community Member

Assign different billing methods to different contracts?

Trying to use different billing methods for different contracts as they serve different companies / entities.  Is there a way to do this?

3 REPLIES 3
petra_r
Community Member


@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!

teams.jpg

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.

BojanS
Community Manager
Community Manager

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!

 

 

~ Bojan
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