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Managing Banking (XP)

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

⦿ 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.
  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 Form
  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 Section
⦿ 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.
⦿ How to Delete Banking Information:


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.

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