Adding a Bank Account to a Customer Profile
  • 27 Sep 2022
  • 1 Minute to read

Adding a Bank Account to a Customer Profile


If your customers have the option to submit bank payments, you can add their banking information to their 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.
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

or you can leave it blank and the customer can enter their own information when they review the request and authorize bank payments to your business.

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

If you are a Canadian Merchant, please click here to view important information about using bank transfer payments

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