How to add bank details to a customer
Bank details are part of the minimum requirements for a mandate. Click here to learn more about minimum mandate requirements.
Steps to Add Bank Details
Navigate to the Customer Overview page.
Locate the customer you want to update and click View to open their record.
Click Add Bank Account at the top-right corner of the page.
Complete all the required bank account details. All fields are mandatory.
A built-in CDV (Check Digit Verification) check will confirm whether the bank details follow standard formatting and are valid.
Adding bank details to a customer does not automatically create a payment. You must create a mandate linked to this bank account to process payments.
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