How to Update Bank Details

Before you start, you will need to delete the previous bank account in the client's file.

1. Under Dashboard tab, click Clients. Select your preferred client and click the pencil icon beside ✏️ Manage.

2. Click the Bank Account tab, click the 🔲 beside the out-of-date bank account, then click the Manage Selected dropbox, then click Delete.

3. A window will pop up, read and click YES.

4. Add bank account by click Sign Bank Account and / or Add Account Manually.