Configure Bank Account Information

You can configure bank account billing information for your account at any time. If credit card information is your default billing method, your bank account information will be used for service billing only in the event that the payment gateway is unable to charge your credit card.

To configure bank account billing information:

Step 1: Click Configure Bank Account Billing Information at the bottom of the Billing Information page. The Billing Information – Bank Information page opens, displaying bank account information fields.

Step 2: Enter the appropriate bank account billing information:

• Name on Account—The full name of the person or business associated with the bank account.

• Account Type—The type of bank account associated with the account number: Checking, Business Checking, or Savings.

• Account Owner Type—The type of ownership associated with the bank account type: Personal or Business.

• ABA Routing Number—The ABA Routing Number is a nine-digit number that identifies the financial institution associated with a bank account. This number is located at the bottom left corner of a check.

  

• Account Number—The account number associated with a savings or checking account at a financial institution. The checking account number is located at the bottom of a check.

• Bank Name—The name of the bank or financial institution where the customer's bank account is located.

• Bank City—The city in which the bank or financial institution associated with the account number is located.

• Bank State—The state in which the bank or financial institution associated with the account number is located.

• Bank ZIP Code—The ZIP code in which the bank or financial institution associated with the account number is located.

Step 3: Click Submit to continue or click Cancel to cancel the action. The Billing Information Confirmation and Payment Authorization page opens.

The Billing Information Confirmation and Payment Authorization page requires you to provide authorization for the payment gateway to charge service fees to the bank account provided. To do this, you must authenticate that you are authorized to update billing information for your payment gateway account.

Step 4: Review the Bank Account Information section to verify that the information entered is accurate. If you need to correct any information, click  Back.

Step 5: Verify your identity by requesting and confirming a PIN. This confirms that you are authorized to enter billing information for your payment gateway account.

Step 6: Click I Authorize. Your bank account billing information is now configured for your payment gateway account.