Changing your linked bank accounts

Change Bank Details - To change the bank account details from which we settle your customer payments and debit invoice fees:

  1. Go to the Settings Tab (Cloud Icon at the to right hand side).
  2. Click on Bank Details.
  3. Click on Add Bank Account.
  4. Add your bank details and current log in password.
  5. Click on Send SMS Verification.
  6. Enter Verification Code you will receive via SMS Text.
  7. Click Save.

Settings.jpgDeactivate - to deactivate your old account:

  1. Click on your old bank account details.
  2. Slide the Active bar to Cancelled.
  3. Click on Send SMS Verification.
  4. Enter Verification Code you will receive via SMS Text.
  5. Click Save. 

By default we use the same bank account to deposit customer payments and debit invoice fees. It is possible to have separate bank accounts loaded for each of these functions*. To enable this feature please contact customer support.

* This feature is not available on all rate plans

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