First Name | The bank account holder's first name. |
Last Name | The bank account holder's last name. |
Type | Please select, if this bank account is either a checking or savings account. |
Routing No. | The routing number for this bank account. This can be easily retrieved from a voided check. Please enter only numbers. Once the bank account information is tokenized, the routing number is masked, which means that only the last 4 digits are shown. |
Account Number | The account number for this bank account. This can be easily retrieved from a voided check. Please enter only numbers. Once the bank account information is tokenized, the routing number is masked, which means that only the last 4 digits are shown. |
Driver's License No. | This field is optional. You can enter the driver's license number of the account holder for additional validation and security. |
Driver's License State | This field is optional, but must be filled in, if the Driver's License No. is provided. |
Default | One payment method per customer can be defined as the Default, which will automatically be added to all transactions. The actual payment method used can be changed on a transaction basis. If a payment method is already defined as default, you will be asked, if the default should be changed to this new payment method. |
Blocked | You can block a bank account, if the bank account should not be used anymore. This bank account will not be shown on the list of available bank accounts for this customer anymore. |
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