In this article, we will guide you through the process of updating or adding a client in your dashboard.
Why do I need to add a client or employer?
Should I add the company I work for as a client or employer?
Can clients/employers be individuals?
My client/employer's country is not on the list
How will my client/employer send me money?
How to edit/delete an employer
Why do I need to add a client?
By adding a client or employer, you are providing Bitwage with important information about who will be sending you payments.
This not only helps us identify your payments but also ensures that we provide you with the correct bank details for sending your funds.
It is essential to keep your client list updated to streamline the payment process and make sure you receive your funds efficiently.
Should I add the company I work for as a client or employer?
If you are contractor or freelancer you will add clients. Typically contractors send invoices and are paid on a project or hourly basis. They might also be receiving regular payments from a company based outside their country of residency.
If you are an employee you will be adding an employer. Employees are usually salaried, may have benefits, and must be located in the same country as their company.
If you are unclear about how to classify yourself please reach out to support@bitwage.com or your payer for clarification.
Can clients/employers be individuals?
No, clients must be businesses or corporate entities. We cannot receive funds from an account in an individual's name. Any funds received from personal accounts will not be processed and will be returned to the sender and incur a $20 processing fee. This policy is in place to maintain compliance with financial regulations and ensure the security of all transactions.
My client/employer's country is not on the list
If your client's country is not on the list, it could be due to restrictions on certain countries for payments. To verify this and get further assistance, please reach out to our support team at support@bitwage.com.
How will my client/employer send me money?
Once you are approved and your account is set-up you can access bank details for sending funds to Bitwage. It is important your client or employer follows the directions carefully - as funds sent incorrectly can be delayed and incur extra charges.
How to add a client:
1. From your dashboard go to Invoicing - then Create Invoice
2. Click into the field for selecting a client and select "Add" from the dropdown. A pop up will display for inputting your new client's information.
3. Input client information and save
- Currency - EUR, USD, GBP
- Client Name - Input the same name that will be listed as the sender on the bank transfer. Please note the transfer must come from a business name - funds sent from personal accounts will be rejected and incur a $20 processing fee.
- Website - this can also be a company's profile page.
- Client Email - Your client will only receive emails from Bitwage if you choose to send them an invoice. if you are unsure of your client's email you can use a support address.
- Client Address - This is used to determine funding methods. If you are getting paid by a platform like Upwork you can use your their headquarters.
4. Once saved you can continue creating your invoice!
How to edit/delete a client
To make changes or delete a client, navigate to your client list under Invoicing and click on the blue dots to open the menu.
How to add an Employer
1. From your dashboard go to Payroll - then Employers
2. Now you will be taken to your Employer List. From here click Add
3. Input employer information and save
- Currency - USD, EUR, GBP
- Employer Name - Input the same name that will be listed as the sender on the bank transfer. Please note the transfer must come from a business name - funds sent from personal accounts will be rejected and incur a $20 processing fee.
- Website - this can also be a company's profile page.
- Deposit To Bitwage - input the approximate amount you will be receiving each payroll. This is for information purposed only - if this amount fluctuates you will still receive your funds provided the transaction comes through with proper identification information.
- Role - job title
4. Once saved you will be able to view Bank Details from you Employer List.
How to edit/delete a client
To make changes or delete an employer, navigate to your employer list under Payroll and click on the blue dots to open the menu.
