Adding a Bank Account to a Customer Profile
  • 18 Nov 2022
  • 1 Minute to read

Adding a Bank Account to a Customer Profile


If you want to offer customers the option to submit bank payments, you can add their banking information to their customer profile ahead of time so they are set up and ready to go when you need to collect payment.

To add a bank account to a customer profile, begin by logging into your Helcim account and selecting Customers. You can now search for the existing customer profile, or click New Customer to create a new profile.

Once you have the customer profile selected, choose Bank Accounts from the Customer menu on the left-hand side of your screen.

bank-accounts

 

If the customer has a bank account associated with their profile it will be displayed here, to add a new bank account, click on the + icon.

If you have the customer's banking information you can enter it for them and the customer will be asked to confirm the details.

bank-account-information

Select Send Bank Verification Request to have the customer verify their banking information.

If you do not have the customer's bank account information, you can send a request for the information from the Customer Overview page in your account. Or you can leave it blank and the customer can enter their information when they review the request and authorize bank payments to your business.

customer-overview

 

From this page select Actions and Request Payment Info.

request-payment-info

 

Confirm the customer's email address is correct and click Send.

request-payment-info

You will be notified via email once the customer has completed the form and their information will be saved on file for future transactions.

⚠ Information for Canadian Merchants
If you are a Canadian Merchant, please review Bank Payment Rules for Canadian Merchants for important information about using bank transfer payments.

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