How do I collect bank details from a client?

Collecting bank details can now be done simply through CertifID

 

Click on New Request at the top right corner of the screen on the CertifID dashboard. In the Request type section, click on Collect bank details.

 

Fill out the information needed for the recipient, and then click Next at the bottom of the page. You will be brought to a Review and Send screen to make sure all information entered is correct. If everything is correct, click Send.

 

For any additional information, please contact your Customer Success Manager or reach us at support@certifid.com.