Manage Bank Accounts

Manage Bank Accounts

Keep your workspace's payment system efficient by managing bank accounts for seamless transactions. Whether you're adding a secondary account, updating details, or setting a new default account, this process keeps your payment system efficient.

Things to Keep in Mind

  1. Only Owners can manage bank accounts.
  2. You can add multiple accounts, but only one can be the default.
  3. The first account you add becomes the default automatically.
  4. You cannot remove the default account. Make another account the default first.
  5. Your account holder name must match the legal business name in your workspace exactly. See Update Business Info.

How to Add a Bank Account

  1. Go to Settings > Workspace > Bank Accounts.
  2. Click Add Bank Account.
  3. Enter your bank account details: Account number and IFSC Code.
  4. Click Save.

How to Change Default Account

  1. First you must add a second bank account.
  2. Click the three dots next to the account you want to make default.
  3. Select Make Default.

Editing and Removing Accounts

Use the three dots next to an account to edit its details or remove it. The default account cannot be removed.

Need More Help?

Contact our support team.