Select Add Bank Account to create a bank account record for the contact or organization.
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In the new record, complete the fields marked by a red asterisk (*):
Field
Description
Bank name
Bank name associated with account.
A/C Number
Stored account number entered during payment process.
Routing Number
In the United States, a nine-digit code that identifies the financial institution. At the bottom of a check, there are three groups of numbers. The first group is the routing number, the second is the account number, and the third is the check number.
Name
The organization or contact/constituent that owns the bank account.
Account Type
The type of bank account, either Checking or Saving.
Select Create. The solution indicates if the bank account has been created successfully.
You can use Bank Account records from a contact/organization account record when you create recurring type payment schedules.