You should never be taking bank details down over the phone. The Request Bank Details card on a member's Payment Methods tab emails them a secure link so they enter their own.
Sending it
Choose the Payment method, set Send to, and press Send Request. The member gets a page headed Set up your payment details saying your business has asked them to set up bank payments, with a Connect bank account button.
Reading the status
| Status | What it means |
|---|---|
| Sent {date} to {recipients} | The link is out and still live. |
| Added by the member | They did it. Nothing more to do. |
| Link expired — send a new one | Use Send Again. |
Why it is bank accounts
A direct debit authority has to come from the account holder, which is exactly what this link achieves. For a card, the activation link on the Packages tab or a card entered on the Payment Methods tab does the job.
After they add it
COLLECTION RUNS IMMEDIATELY
Adding a payment method triggers a collection attempt straight away rather than waiting for the overnight job — and it charges the whole outstanding balance. Tell a member with arrears what to expect before you send the link.