Join our webinar on Tuesday February 20 at 12:00PM EST with John McLeod (CPA), as he discusses how Credit Professionals not only have the power to leap into digital platforms, but can also drive immense impact within their organization by doing so.
In the digital world, B2B transactions are constantly changing. The manner in which transactions are initiated and conducted have to improve as the pace of business moves faster every day.
You can add and remove a bank account easily with the funding sources option. See below to follow the step-by-step instructions.
Click on your business name at the top right hand corner of the page to open the settings menu. Select the “Funding Sources” option.
To add a bank account, click on the “Add Bank Account” button.
Enter the bank account information in the fields provided and flag the check box to indicate that you have read and agreed to VersaPay’s Pre-Authorized Debit Agreement. When you are ready to save the bank account, click the “Add Bank Account” button.
A confirmation page will appear where you can review the banking information first for correctness. If you would like to make changes to the information, click the “Go Back” link. Once you have confirmed that the details are correct, click the “Confirm Bank Account” button.
You will see a banner at the top of the page confirming that your bank account has been added successfully. You will also be provided with instructions on verifying your bank account.
If you need to remove a bank account, go to the “Funding Sources” section and click on the “>” symbol beside the bank account you wish to remove. The bank account details will be displayed and you will see a “Remove” button. Click this button at any time to remove a bank account from VersaPay.
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