Bank Details: Service Provider Bank Recipient
. Click Admin on the Main Menu.
2. Click on Contacts
3. Contact screen will open.
4. Select Service Providers from the ribbon-bar.
5. List of Service Providers will open.
6. To edit a service provider, click on the Contact Name to open the contact's profile.
7. Contact's profile will open to view details.
8. Click on Edit button.
9. Scroll to Bank Account Details section. Click on Manage Bank Account.
10. Bank Account details screen will open. Users can choose to link:
- Option A) New Bank Account – click on the Add New Bank Details button. Fill in the bank account details and click Save Account. Bank details will be linked to the contact's profile.
- Option B) Link an Existing Bank Account – select the bank account details to be linked to the customer file. Click Submit to link.
11. Selected Bank details will be linked to the service provider and to the Bank Recipient List.
12. To confirm changes, click Save Changes button.
13. Bank details will appear under the Service Providers tab on the Bank Recipient list.
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