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How to edit Contact payment details

Updated over a month ago

Please note: it is important to grant user permissions to allow access to the Contact Details section.

This is how you edit or remove Contact payment details:

  • Find your Organisation and open the Contact Payment Details page under Workflows And Settings.

  • Select the Contact whose payment details you want to change and click on the EDIT button :



  • You can change the:

    • Bank account country (currently, only UK is supported)

    • Bank account currency (currently, only GBP is supported)

    • Bank account name

    • Sort code

    • Bank account number


    • Tick the checkbox for Set as Default, if you want these payment details to be automatically applied in Batch Payments to this Contact.


  • To remove the payment details of a Contact, click on the REMOVE PAYMENT DETAILS button.

  • When finished, click on SAVE.


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