Adding a Bank Account to a Customer Profile
If your customers have the option to submit bank payments, you can add their banking information to their profile ahead of time so they are set up and ready to go when you need to collect payment.
To add a bank account to a customer profile, begin by logging into your Helcim account and selecting
Customers. You can now search for the existing customer profile, or click
New Customer to create a new profile.
Once you have the customer profile selected, choose
Bank Accounts from the Customer menu on the left-hand side of your screen.
If the customer has a bank account associated with their profile it will be displayed here, to add a new bank account, click on the
If you have the customer’s banking information you can enter it for them and the customer will be asked to confirm the details.
Send Bank Verification Request to have the customer verify their banking information.
If you do not have the customer's bank account information, you can send a request for the information from the
Customer Overview page in your account.
From this page select
Request Payment Info.
Confirm the customer's email address is correct and click
or you can leave it blank and the customer can enter their own information when they review the request and authorize bank payments to your business.
You will be notified via email once the customer has completed the form and their information will be saved on file for future transactions.
If you are a Canadian Merchant, please click here to view important information about using bank transfer payments.