Versions Compared

Old Version 3

changes.mady.by.user Maria Tarnopolskaya

Saved on

compared with

New Version Current

changes.mady.by.user Anastasia Medovkina

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Image Added

Ui button
colorgreen
sizelarge
titleGo to outside US Companies Info
urlhttps://servicechannel.atlassian.net/wiki/spaces/SCUCP/pages/619184342/Managing+Clients+and+Client+Requirements

Banking Information

The banking section of client requirements is used to collect information so a client can pay you for work done in Service Automation. Only clients that enroll in ServiceChannel’s Payment Manager will use this requirement. Client’s that need to collect this information to pay you outside of ServiceChannel Payment manager will request the information in another way.

Note

Note: You can only have one banking record setup for each country.

Adding Banking Information

Panel
bgColor#F9F9F9
titleColor#0e3367
titleBGColor#EAEAEA
borderStylenone
title⦿ How to Add Banking Information:
  1. From the top navigation bar, click Clients. The Clients page appears.
  2. Click Continue next to the desired client. The Clients page for the applicable client appears.
  3. In the left navigation bar, click Banking. The Banking page appears.
  4. In the middle of the page, click Add banking. The Banking info overlay appears.
    Image RemovedImage Added
  5. Select country where bank is located. Applicable fields will appear for that country.
  6. Enter information in applicable fields.
  7. Upload a blank check, when applicable.
    Completed Banking FormImage Modified
  8. Click Save. Banking record is added to the list.
  9. After entering all Banking records, on the top of the page, check the box next to “After this section is completed, please check here”. A green check mark appears next to Banking in the left navigation menu.
    Completed Bancking SectionImage Modified

Editing Banking Information

Panel
bgColor#F9F9F9
titleColor#0e3367
titleBGColor#EAEAEA
borderStylenone
title⦿ How to Edit Banking Information:
  1. From the top navigation bar, click Clients. The Clients page appears.
  2. Click Continue next to the desired client. The Clients page for the applicable client appears.
  3. In the left navigation bar, click Banking. The Banking page appears.
  4. Click Edit next to the desired Banking record. The Banking info overlay appears.
  5. Modify desired fields.
  6. Click Save. Banking record is updated.

Deleting Banking Information

Panel
bgColor#F9F9F9
titleColor#0e3367
titleBGColor#EAEAEA
borderStylenone
title⦿ How to Delete Banking Information:


Note

Note: When only one Banking record remains you will need to add a new record before you can delete the only remaining record.

  1. From the top navigation bar, click Clients. The Clients page appears.
  2. Click Continue next to the desired client. The Clients page for the applicable client appears.
  3. In the left navigation bar, click Banking. The Banking page appears.
  4. Click Remove next to the desired Banking record. The Remove banking overlay appears.
  5. Click Confirm. The Banking record is removed from the list.


Live Search
spaceKeySCUCP
placeholderSearch our Knowledge Base
typepage
labelsfm

Panel
titleColor#ffffff
titleBGColor#5fa7d0
borderStylegroove
titleIn this Article

Table of Contents
maxLevel3
minLevel2
indent20px

Panel
titleColorwhite
titleBGColor#75a346
titleRelated Articles

Filter by label (Content by label)
showLabelsfalse
showSpacefalse
sorttitle
cqllabel in ( "dispatchpreferences" , "clientrates" , "clientrequirements" )