Can a payee have multiple bank accounts in their record?

Yes, each payee can have more than one bank account added to their record. New payee bank accounts can be added during the process of creating a new payee or later on by updating the details of an existing payee.

Adding new bank account(s) when creating a new payee:

1. Click on the main menu.

2. Select “Payouts” - “New Payee”.

3. Click on the “Payee Bank Account” field and select “Add New Bank Account”.

4. Complete the New Bank Account form and click “Add”.

5. Repeat Steps 3 and 4 for each additional bank account.

6. Complete the New Payee form and click “Submit”.

Adding a new bank account for an existing payee:

1. Click on the main menu.

2. Select “Payouts” - “View Payees”.

3. Look for the payee you wish to edit the bank account details of.

4. Click on the pen icon (“Update Payee”).

5. Click on the drop-down menu on the “Payee Bank Account” field and select “Add New Bank Account”.

6. Complete the form and click “Add”.

7. Repeat Steps 5 and 6 for each additional bank account.

8. Once the desired bank accounts have been added, click “Submit”.