How to Set a Default Bank Account for Payments

Modified on Mon, 17 Oct, 2022 at 6:37 PM

In order to be able to take payment automatically with a bank account it must be set as default. This may be the case even if there is only a single bank account on the client's account.

How does a Client change the Bank Account they want payments to be taken from?

Navigation: Click the link "go to portal" from any Client's account > Payment Methods > Click "Add or Change Payment Method"

Change a bank account from the client's account of your dog walking company

On the new bank account you want payments to be taken from, click "Make Default."

At the management payment methods of your dog sitting software, you can change a client's bank account