- 25 Oct 2024
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Slate Credit Accounts
- Updated 25 Oct 2024
- 1 minute read
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- PDF
⏰ This feature is not yet live in production environments.
Segment your spend, transfer funds between accounts, and more with Slate Credit accounts.
Slate Credits manage all Slate purchases, including SMS, print, and voice.
All debits and credits fall under a default Slate Credit account.
You can create any number of Slate Credit accounts.
To create a Slate Credit account:
From the main navigation, select Database.
Under Payments, select Slate Credit Accounts.
Click Insert. A pop-up appears.
Configure the following settings:
Status: Active
Folder: Keep Slate Credit accounts organized by placing them in folders. Create a new folder by selecting Other and entering a name.
Name: Give the Slate Credit account an internal name.
Export Value 1-5: Enter up to five alternate values under which the Slate Credit account can appear as an export.
Click Save.