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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