Slate Credit Accounts
  • 25 Oct 2024
  • 1 minute read
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Slate Credit Accounts

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Article summary

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:

  1. From the main navigation, select Database.

  2. Under Payments, select Slate Credit Accounts.

  3. Click Insert. A pop-up appears.

  4. 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.

  5. Click Save.

📖 Further reading


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