How to edit your bank account or remittance information in the PaymentWorks platform
If you need to edit bank account or remittance information in the PaymentWorks platform, please follow these steps:
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Select the Profile Menu at the upper-right corner of the screen.
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Then, select Company Profile.
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Next, navigate to the left sidebar and select Bank Accounts.
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Select the bank account you’d like to change by clicking the Pencil Icon.
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In the right sidebar, under the heading Associated Remittance Addresses, you’ll see all of your active remittance addresses.
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Selecting the checkbox next to an address will associate the bank account with that address.
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Select Save.
Removing a bank account requires only one step, but please keep all of the following information in mind :
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Selecting Delete, located on the right in the bank account table, will remove a bank account.
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Note that a bank account that is linked to a remittance address can’t be deleted.
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The address must be linked to another bank account before the platform will allow the bank account to be removed.
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The platform checks if a bank account is associated with any remittance address before allowing the account to be deleted.
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If a linked bank account is selected for deletion, the following error message will display:
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This bank account cannot be deleted as it is linked to a remittance address. Please add a new bank account and link the remittance address to the new account before attempting to remove this one from your profile.
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Payees must use the bank account edit feature to ensure the account is not linked to a remittance address before removal.
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This ensures all accounts are linked to an address and lowers the probability for missing data when updates are sent to the ERP.
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If you have questions or need assistance, please contact PaymentWorks Support.