KYC - Choose client billing method
How to set up KYC client billing - whether easyAML bills you at the end of the month or your client is billed directly.
How to set up KYC client billing - whether easyAML bills you at the end of the month or your client is billed directly. You can enforce one method or leave the choice to your team, and add custom messaging that goes to your client.
On this page: Watch the video · Step-by-step guide
- Go to Account Settings, then click Customisation in the sidebar
- Select the default payment option you want such as Collect payment from client
- To make that method the only option, check 'Restrict billing type change for individual KYC requests'. If you want both option to be available to your business leave this unchecked.
- To create a default message that goes out to your customers, add that by typing into the Message to subject field.
Additional notes
Open this area of the platform directly: Customisation settings