How to edit Contact payment details
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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