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my-knownhost:payment-accounts:add [2019/10/11 09:42]
Karson N.
my-knownhost:payment-accounts:add [2020/05/08 07:03] (current)
Karson N.
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   - Navigate to the "​Payment Accounts"​ page in the navigation bar.   - Navigate to the "​Payment Accounts"​ page in the navigation bar.
   - Once on the Add Payment Account page, as shown below, fill in the required information.   - Once on the Add Payment Account page, as shown below, fill in the required information.
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     * To make this even easier, you may pre-populate the form with information from existing contacts in your account. ​     * To make this even easier, you may pre-populate the form with information from existing contacts in your account. ​
   - Once all required forms have been completed, select the "​Create Account"​ button.   - Once all required forms have been completed, select the "​Create Account"​ button.
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   - That's it! You've added the payment account. From here, you can add more accounts, edit existing accounts or update your default payment account.   - That's it! You've added the payment account. From here, you can add more accounts, edit existing accounts or update your default payment account.
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    *It is similar to setting up a credit card in our system. To add a Bank account to our system follow the above directions and select ACH as detailed below.    *It is similar to setting up a credit card in our system. To add a Bank account to our system follow the above directions and select ACH as detailed below.
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 Once you proceed to the next page select if it is a Checking and or Savings account then enter your routing number and your Account number with your bank.  Once you proceed to the next page select if it is a Checking and or Savings account then enter your routing number and your Account number with your bank. 
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my-knownhost/payment-accounts/add.txt · Last modified: 2020/05/08 07:03 by Karson N.