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 left-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.