This tutorial will discuss adding bank account information to an owner profile.
1. pre-requisites
Before you start adding an owner’s bank account, there are a few steps you need to follow:
1. You must have a merchant ID through our payment processor, World line.
2. You will need the owner’s bank account details. Such as Name as it appears on their cheque, Bank Number, Branch or Transit number and, Account number.
1. You must have a merchant ID through our payment processor, World line.
2. You will need the owner’s bank account details. Such as Name as it appears on their cheque, Bank Number, Branch or Transit number and, Account number.
2. From the dropdown menu, select ‘Owners.
Select owner from the dropdown menu from the left navigation to access the owner list
3. select the owner’s name you wish to add a bank account for
Click the owner name to access the owner details page
4. On the Property Owner/Details page, locate the ‘Bank Account’ section and click on the ‘Edit’ icon.
Find the Bank Account section on the details page, and click the Edit icon.
5. you’ll need to provide the necessary information
Enter the Account Holder’s Name as it appears on the cheque, the Transit or Branch number, the Institution code, and the Account number. Check the highlighted Note for additional instructions.
6. click on ‘Submit’ to save the changes.
After entering the required information, click on ‘Submit’ to save the changes.
And there you have it! Thank you for watching!