Yes, Forwardly allows you to set a customer-specific receiving bank account for bank transfer payments. By default, all bank payments are received in your Primary Bank Account. However, if you want to, you can choose a different verified bank account for bank payments for each of your customers.
How to update your receiving bank account for bank payments from a customer
- On the left-hand navigation bar, click on Get Paid, then Customers.
- Find and mouse over the customer you would like to update the receiving payment account for, and then click View.
- Under Receiving Bank Information, click Override.
- Select a different receiving bank account for that customer.
- Press update.
| Warning: Updating the Receiving Bank account for a customer will not affect bank payments that have already been initiated. |
Key things to note:
- If no account is selected, payments will go to your Primary Bank Account
- Only verified bank accounts are available for selection
- This applies only to all bank transfer payments, including manual and Auto Payments
- Card payments are not affected and will continue to be sent to your designated card payout bank account.
- Once a different receiving bank account has been set for a customer, changing your primary bank account will not affect bank payments to that customer. They will continue to go to the receiving bank account you have set.