If your customer has issues linking their bank or wants you to set it up for them, you can go to the Customers tab.

Search for the customer and click to edit.

You will see an area to add the bank information on the right-hand side of the screen as you scroll.

You will need the routing number, bank account number, the account holder's name, the account type (individual or business), and the email they want their verification email sent.

Once you enter the information, the customer will receive an email to verify the added bank account.

It will ask for the two small amounts deposited into the added account. It can take 3-5 business days for the deposits to appear in the account. Therefore, we recommend having your customer link their account when possible to prevent delays and confusion.