How do I add a client's bank details?

You can clients their bank details online by selecting the client's name from your dashboard, then select ‘ View  Profile’ and then 'Bank Details' - To confirm the details, you’ll also be asked to send us a recent copy of your client's bank statement (from the past three months) or a void cheque and we’ll let you know as soon as the account has been verified for payments. 
Please note that due to enhanced security measures, we might ask for a client's contact number in order to verify over the phone that they are happy with the bank details provided for payments.

Still need help? Contact Us Contact Us