Manage Payment Details

In order to receive funds and pay fees, at least one bank account must be added in the Payments Dashboard. If you are using a third-party payment gateway, this step is not needed as your payment gateway will disburse the funds.

In this article:

• Add a New Account
• Remove an Account

Add a New Account

To add a new account:

1. In the left sidebar, click Accounts and go to the Payment Details tab. 
2. Click Add Account. The Add Bank Account (ACH) modal opens.
3. Add the bank account information:
   • Account Holder: Name on the account.
   • Bank Account Type
   • Routing Number
   • Bank Account Number
4. Click Add Account. The account will be listed.

5. Select how this account will be used:

   • Deposits: Payments will be deposited to this account.
   • Statements: Fees will be debited from this account.
   You can have one account for both Deposits and Statements, or have one account for Deposits and one for Statements. You cannot have multiple Deposit accounts or multiple Statement accounts.

Remove an Account

A payment (Deposits) account is required. To remove a Deposit account, you will first need to add a replacement account.

1. Following the steps above, add a new account.
2. Select Deposits on the new account. This will clear Deposits on the original account and a trash can icon will appear to the right of the original account.
3. Click the trash can icon on the original account. The account will be removed.