Adding a customer's bank account

If a customer grants authorization and provides their bank account information to you, you can manually added their bank account to Customer's record.

Adding a customer's bank account

  1. In the left navigation pane, click Customers
  2. Click the customer name
  3. Click More actions
  4. Click Auto Charge
  5. Click Save & Add Bank Account
  6. Click Add Account
  7. Fill in all required fields
  8. Click Save
  9. Click Back to Customer will initiate test transactions to the bank account, which will arrive within 1-3 banking days after the bank account is entered.

Things to know

  • The description line on the test transaction debit and credit will have the company name, followed by
  • The debit and credit amounta are the same and less than $1
  • If either the debit or credit fails, the bank account will automatically be inactivated.
  • If bank information was entered incorrectly the bank account will need to be added again, a bank account can not be edited once saved.

If you do not see the described feature available in, you may not have access to the feature based on permissions for your role and/or your plan does not have this feature. If you wish to get access to the feature, please review the available plans for and upgrade accordingly or contact the Administrator of your account. Changes in monthly user fees may apply.