Contact - Bank Accounts
- 24 Jan 2024
- 1 Minute to read
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Contact - Bank Accounts
- Updated on 24 Jan 2024
- 1 Minute to read
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- DarkLight
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The Bank Accounts tab for a Contact is where you can store the contact's bank account information to generate NACHA files.
Add-On Module Required
To view and access this tab you'll need the NACHA add-on module.
From this tab, you'll be able to add this contact's Bank Account(s) to be used for NACHA files.
Click 'Save' once you're done.
From here, you can use the 'Edit' button to edit the bank account information that's stored or set a different bank account as the Default to be used for the NACHA file, or 'Del' to delete a bank account.