Need to route payments from different customers to different bank accounts? JustPaid makes it easy. Whether you're managing multiple revenue streams or keeping client funds separate, payment profiles give you complete control.
Why Assign Specific Bank Accounts to Customers?
By linking customers to specific bank accounts, you can:
Enhance Financial Organization
Keep funds from different customers separate, simplifying accounting and reconciliation.
Manage Multiple Revenue Streams
Direct payments from various contracts or services into appropriate accounts.
Gain Greater Control
Customize your financial operations to align with your business structure and needs.
Access Payment Profiles in JustPaid
Create or Edit a Payment Profile
Add or Edit a Profile
Configure Payment Profile Details
Assign Customers to the Profile
All Customers
Route all customer payments to this bank account.
Specific Customer
Select individual customers from the list to direct their payments to the specified account.
Save the Payment Profile
After configuring the details, click Save to apply the settings.
Tip
Manage and Adjust Payment Profiles as Needed
Review Payment Profiles
Periodically review your payment profiles to ensure they align with your current business needs.
Edit or Reassign Customers
As your business relationships evolve, edit existing profiles or reassign customers to different bank accounts as necessary.
Add New Bank Accounts
To connect additional bank accounts, navigate to the bank account settings in JustPaid and follow the prompts to add new accounts.
You're all set!
Assigning specific bank accounts to individual customers in JustPaid empowers your business with greater financial control and organization. By customizing your payment routing, you ensure that funds are directed appropriately and accounting processes are streamlined.
