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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 + icon.

If you have the customer’s banking information you can enter it for them and the customer will be asked to confirm the details.

Select 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 Actions and Request Payment Info.

Confirm the customer's email address is correct and click Send.

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.

Related Articles

Getting Started with Helcim Bank Payments
Invoices and Helcim Bank Payments
Using Bank Payments with Recurring Invoicing
Bank Payment Rules for Canadian Merchants
Using Bank Payments with Subscription Management
Using the Virtual Terminal for Bank Payments
Sending Payment Requests with Bank Payments
Using Bank Payments with Hosted Payment Pages
How to turn off Helcim Bank Payments in Your Account
What to do if a Bank Payment is Returned
Bank Payment Transaction Statuses
Bank Payment Return Codes
How to View Customer Pre-Authorized Debit Agreements
Processing a Refund or a Void for a Bank Payment

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