Adding, Editing, and Deleting Customer Bank Accounts
If your account includes the ability to accept EFT/ACH Payments, you will need to know how to add, edit, and delete customer bank accounts from your customer profiles.
To access customer bank account information, first click on Customers
and Customer List
.
Next, select the customer that you need to update the banking information for.
Select
Bank Accounts
from the menu on the right-hand side of your screen.
Add a New Bank Account
If you want to add a new bank account, click on the box with the +
in the center of it.
Enter the information into the fields.
Account Type: Use the drop-down to select what type of account the customer has
Personal/Corporate: Specify if this bank account is a business account, or for personal use
Transit Number: Enter the transit number for the customers account
Bank Account Number: Type in the bank account number for the account
The Bankholder Information will populate based on the information already included in the customer profile. If you need to edit any of the information you can do so now.
Click on
Save
when you are done to add the bank account.
Editing a Customer Bank Account
To edit a customer bank account simply however over the account you want to edit and click on the Pencil Icon
to open up the account information.
You can now edit any of the account fields.
If the customer has multiple bank accounts assigned to their account, you can assign the one they prefer to use most often by clicking on
Set as Default
at the top of the Bank Account Information screen.
How to Delete a Bank Account from a Customer Profile
To delete a customer bank account, simply however over the account you want to delete and click on the Pencil Icon
to open up the account information.
Next, click on
Delete
from the top of the Bank Account Information page.
Click
Yes
to confirm the change.