How to Set a Default Bank Account for Payments

Modified on Mon, 17 Oct 2022 at 06:37 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

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