Payments & Collection
Asking a member for their payment details
Sending a secure link so the member enters their own details, and reading the status afterwards.
Last updated September 2, 2026
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.