Zoho Invoice

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How do I add a bank account specifically for a particular customer?

Prerequisite: To add a bank account specifically for a particular customer, your Zoho Invoice organization needs to be integrated with a payment gateway that supports ACH (Automated Clearing House) payments like Stripe, Authorize.Net, and CSG Forte.

To add your customer’s bank account for receiving payments:

  • Go to the Customers module from the left sidebar, and select the customer for whom you want to add a separate bank account for receiving payments.
  • In the Customer Overview page, click the More dropdown, and select Add Bank Account.
  • Enter Account Number and Routing Number in the form that appears. The other mandatory fields will vary depending on the payment gateway that you have configured.
  • Once you’ve entered all the necessary details, click Save.

Now, you can collect payments from the customer through the added bank account.

Note: If you’ve integrated with Stripe, the bank account will be added only after you complete the Stripe’s verification process through micro-deposits.

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