Create a bank account

You can create a bank account for an existing customer. After creating the bank account, you can then create a source (mandate request) for that bank account and customer.

If you want to manually enter a customer's bank account details, you can do so in the dashboard.

1. Select Customers from your dashboard menu.

2. Search for and select the customer.

3. Click Create > bank account in the top right.

4. Enter the required details.

5. Click Save to create the bank account.

You can then proceed to create a source for this customer.