Setting up Bank Account Information

Bank information can be set up for a registered customer at any time.

1. Log in to the system, and select Transactions from the left main menu.

2. Select an ACH payment type. You will not be required to process a payment for the customer at this time.

3. Once you have chosen a payment type, select Add/Search Customer from the top of the page.

4. Search for the customer you wish to update. Select the radio button under the Select column for that customer.

5. Once you have chosen a customer, select Edit next to Account Information. You may also add accounts to the customer profile by choosing Add next to Account Information, as shown below.

6. Enter the appropriate information for adding an account, or make any changes to an existing account as needed. Select Save to finish.