---
title: Accounts
slug: d19v-accounts
docTags: 
createdAt: 2025-03-17T14:45:38.339Z
---

The **Accounts Tab** is divided into four sections: **Payment Accounts**, **Revenue Accounts**, **Sales Discount Accounts**, and **Tax Accounts**. Each section allows you to define the accounts that your institution uses for various financial categories.

![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/tWWPwJJYbI0sCUHIiGLtI_screen-shot-2025-03-17-at-121001-pm.png)

## Payment Accounts

In the **Payment Accounts** section, you can view and define the payment methods your institution accepts. These payment accounts are used when receiving payments and will appear as options in your system. Payment accounts are typically numbered between **1000-1100**.

![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/XNu7CWo_FOo5f-dnGwvsX_screen-shot-2025-03-17-at-121617-pm.png)

### Adding a New Payment Method

To add a new payment method, click **New Payment Method**. A modal will appear with the following fields:

![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/0CCvac1YU8oiHwKhn6GSK_screen-shot-2025-03-17-at-121542-pm.png)

- **Payment Account Code**\* – Enter a unique code for the payment method.
- **Payment Account Name**\* – Enter the name of the payment method (e.g., "Visa," "Cash," etc.).

Press **Add**, and the new payment method will be added to the list of available options.

## Revenue Accounts

In the **Revenue Accounts** section, you can define the accounts associated with each charge. These accounts categorize income from various sources, such as tuition or registration fees. Revenue accounts are typically numbered between **4000-4500**

![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/-MxkQL2Ty43p4B7b0Px7K_screen-shot-2025-03-17-at-121911-pm.png)

### Adding a New Revenue Account

To add a new revenue account, click **New Revenue Account**. A modal will appear with the following fields:

![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/toSVw8IeyQUiuoOdzEL2V_screen-shot-2025-03-17-at-122049-pm.png)

- **Account Code**\* – Enter a unique code for the revenue account.
- **Account Name**\* – Enter the name of the revenue account (e.g., "Tuition," "Registration Fees").

Click **Add**, and the new revenue account will appear in the list.

## Sales Discount Accounts

In the **Sales Discount Accounts** section, you can define accounts related to discounts, such as scholarships or promotional discounts. These accounts are typically numbered between **4950-4999**.

![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/R4t-Y0H_G8BtHq7GwVKRk_screen-shot-2025-03-17-at-122252-pm.png)

### Adding a New Sales Discount Account

To add a new sales discount account, click **New Sales Discount Account**. A modal will appear with the following fields:

![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/ZxVKZI2tiAuPjeB8pDMAg_screen-shot-2025-03-17-at-122319-pm.png)

- **Account Code**\* – Enter a unique code for the sales discount account.
- **Account Name**\* – Enter the name of the sales discount account (e.g., "Scholarship / Grant," "Promotional Discount").

Click **Add**, and the new sales discount account will be added to the list.

## Tax Accounts

In the **Tax Accounts** section, you can define the tax types that will be available for use when adding taxes to charges or invoices. These accounts are typically numbered between **2000-2999**.

![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/8Zf3wCwlLvLOkqqvl_DIN_screen-shot-2025-03-17-at-122520-pm.png)

### Adding a New Tax Account

To add a new tax account, click **New Tax Account**. A modal will appear with the following fields:

![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/4VDJyS2iOVi-lgcfJlaSJ_screen-shot-2025-03-17-at-122553-pm.png)

- **Tax Account**\* – Enter a unique code for the tax account.
- **Tax Name**\* – Enter the name of the tax (e.g., "HST").
- **Tax Rate**\* – Enter the tax rate (e.g., "13.00" for HST).

Click **Add**, and the new tax account will appear in the list as a selectable option in a dropdown when adding taxes to charges or invoices.