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How do I set up receiving payments from clients? - Knowledgebase / Billing and Payments - Therapy Help Desk

How do I set up receiving payments from clients?

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To receive payments from clients you will need to enter your banking information. Here are the steps to walk you through doing just that: 

  1. Click on your name on the top right corner and choose “Edit Profile” from the dropdown list.

  2. Click on the “Billing Info” tab. 

  3. In the section: “Get Payed - Set Up Banking Information To Collect And Receive Payments”, click on “Connect” to enter your banking details.

  4. You have the option to enter your bank details as an individual or company. You will be required to provide the following details -

    1. Business Name (For Companies)
    2. Business Tax ID (For Companies)
    3. First Name
    4. Last Name
    5. Personal ID Number (Like SSN or SIN)
    6. Birthday
    7. Address
    8. Postal Code
    9. City
    10. Province
    11. Country
    12. Account Number
    13. Routing Number
    14. Account Holder Name
    15. Upload Your Driver's License\ ID (Front)
    16. Upload Your Driver's License\ ID (Back)
  5. Click on the “Save Changes” button

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