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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