FAQ: How do I fix incorrectly entered bank information?

If a bank account has been entered in incorrectly or a parent/ payer/ guardian is changing bank accounts please do the following:

Step 1 – Add the new bank Acct.

1. Select Payment Method Information sub tab
2. Select Add Direct Debit (or Card Card) Information
3. Edit description field to make it different than the current Description example – NEW 
4. Enter all other fields (Financial Institution, Transit Number, Account)
5. SAVE

Step 2

1. Go into Payment Agreements sub tab 
2. Edit the existing PAD Agreement
3. Edit the Payment Method Information 
4. In the dropdown Select the new Bank Account
5. Save

THEN

1. Edit the old bank account and discontinue it
2. Save

If a PAD agreement was entered incorrectly, for example they entered the wrong start date or even selected the wrong PAD agreement (if the organization has more than one agreement option).

1. Edit the current Payment Agreement 
2. Update the UNTIL date
3. Create a new Payment Agreement