Create sub-account

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This is where you will be able to create a sub-account. A sub-account is another Netcash account that is linked to your main/primary account. It acts like a pocket account to your main account. It has its own Netcash account number, and you can process a completely different service on this account to what you are processing in your main account; this would make reconciling much easier. You are also able to have multiple sub-accounts.

Select Account Profile
Click Registration profiles
Select Create sub-account

The following is what you are required to complete when creating a new sub-account

Account detail: Insert the name that you would like to call this account; this will be reflected next to the Account name/Trading name of your main account
Contact details: Insert all your contact details such as web address, contact numbers and a description of your business
Physical address detail: Insert the Physical address of your business
Postal address detail: Insert the postal address of your business
Bank details: Insert the bank account details that will be linked to this sub-account
Bank Details: Your primary Netcash account bank details will be displayed by default for this sub account.

If you would like to change the bank account details, please untick the Use primary account banking details block. You will be notified to upload your proof of bank account. Click on the upload file button at the bottom of the page and upload your proof of bank account. Once the proof of bank account has been uploaded the new bank details will be verified and updated accordingly. Alternatively, you can send your Account support the proof of bank account to assist with verification.

Abbreviated name: This would apply if you will be making use of Debit orders on this sub-account; you can select to either keep the abbreviated name as per the main account or create a new abbreviated name for this sub-account
Account users: You can select which users you would like to be active on this sub-account
Complete: Once you are happy with all the information captured, click Complete

Combined, the primary and sub-account names may not exceed 50 characters

Accessing sub-accounts

Select your sub-account from the drop-down menu on the top right-hand side of the Netcash homepage above your Netcash account name and number

Alternatively, click on the Accounts tab and select the sub-account by clicking on the pencil icon.