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How do I add Expense Accounts?

Log in to your account

Click the "Log in" button and log in with the username and password you chose during registration.

Select "Add Expense Account" from the left-hand menu

Provide your expense account information

All fields marked with * are mandatory.

  1. Enter account name
    There are no requirements for this field. The account name is solely for your own reference.
  2. Currency
    Select the desired currency that you would like your account to be in from the drop-down menu.
  3. Mark the "I want to apply for the ecoCard"
    Please tick this box if you would like to instantly link a new ecoCard to your expense account to help you manage your account expenses (please note, that you can link an ecoCard at a later stage).
  4. Choose the embossed name
    This name will appear on the ecoCard. This can either be a person’s name or the name of the company.
  5. Select the card currency
    Please select the currency of your ecoCard from the drop-down menu.
  6. Confirm that displayed contact details are correct
    Please tick this box if your contact details are correct.
  7. Agree to the ecoCard Terms and Conditions and Fees and Limits
    Check this box if you agree to the ecoCard Terms and Conditions and Fees and Limits.
How do I add Member Accounts?

Log in to your account

Click the "Log in" button and log in with the username and password you chose during registration.

Select "Add Member Account" from the left-hand menu

Provide information for the Member Account

Member accounts are used to register individuals and/or affiliates that you would like to pay salaries and/or commissions to.

All fields marked with * are mandatory.

  1. Enter and confirm the e-mail address
    Type in a valid email address that we can contact the individual on. The client will be required to activate his/her account via email, just like any other, independently registered ecoPayz customer.
  2. Currency
    Select the desired currency for the linked account from the drop-down menu. Take note that this doesn’t limit the user to having a single currency account. Every customer has the possibility of creating multi currency accounts.
  3. Enter the individual’s title, first name, last name and date of birth
  4. Enter full home address
  5. Enter contact phone number
  6. Select a preferred contact language
    We will aim to contact all customers in the language of their choice whenever possible.
  7. Check provided information and click "Create"

Member account status and activation

Once a "Member Account" is created it is set to "Waiting Activation" status. As soon as the customer activates the account it will be transferred to the "Active" status.

How to link an existing account?

Log in to your account

Click the "Log in" button and log in with the username and password you chose during registration.

  1. Choose "Manage Member Accounts" under the "Manage Payments" menu.
  2. Click on "Link Existing Account".
  3. Enter the client’s full name and the ecoAccount number and then click "Link".
  4. The ecoAccount holder will receive the invitation email.
  5. Once the ecoAccount holder accepts the invitation, the client’s ecoAccount will be linked to your ecoPayz Business Account.
*You can check the status of the invited account in the "Manage Member Accounts" section.
How to unlink member account?

Log in to your account

Click the "Log in" button and log in with the username and password you chose during registration.

  1. Choose "Manage Member Accounts" under the "Manage Payments" menu.
  2. Click on "Unlink" button next to the Member Account that you wish to unlink.
  3. The ecoAccount will be unlinked from your ecoPayz Business Account.