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Financial accounts let you hold client funds on Yorlet and move money in and out. You can view your financial accounts alongside your payments balance on the Balances page.
Financial accounts are part of the Balance plan. If you do not have the plan yet, you can add it from your plans settings.

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Open a financial account

To open a financial account, follow these steps:
  1. Navigate to the Balances page.
  2. Click the add (+) button next to your accounts.
  3. Enter a Name for the account.
  4. Confirm to open the account.

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Add funds

To add funds to a financial account, follow these steps:
  1. On the Balances page, open the account you want to add funds to.
  2. Open the Actions menu and select Add funds.
  3. Use the bank details shown to transfer money into the account.

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Move funds out

To pay funds out of a financial account to your own bank account, follow these steps:
  1. On the Balances page, open the account you want to move funds from.
  2. Open the Actions menu and select Pay out.
  3. Enter the amount and confirm the payout.

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Edit an account

Open the Actions menu on a financial account and select Edit to update its details.