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Bank Accounts

Use Bank Accounts to maintain merchant banking details needed for payment or settlement-related flows.

Common tasks​

  • add bank details
  • update bank account information
  • verify settlement-related data

Before you begin​

  • confirm the correct merchant bank account details
  • make sure the account is the one intended for settlements or payout-related flows
  • align internally on who is allowed to change banking information

Typical workflow​

  1. add or review the bank account record
  2. verify account identity carefully before saving
  3. cross-check it against payment and settlement expectations
  4. test or validate the downstream flow if the merchant is going live

What this page usually supports​

This page is typically used to maintain the bank account records that payouts or payment-related operations rely on.

For many merchants, it works closely with:

  • payment method activation
  • provider-account readiness
  • settlement and support verification
Placeholder - Bank account administration page
Image note
Type: UI Screenshot
Target: Dashboard bank accounts page
Must show: Bank account list or form, bank selection or identity fields, merchant context, and a save or update action
Purpose: Show merchants where payout or settlement destination accounts are maintained

Good safety habits​

  • limit editing access to trusted operators
  • double-check account identity before saving changes
  • coordinate updates with payment-provider setup if the shop is already live

Why accuracy matters​

Incorrect banking details can delay settlement, confuse operations, or create payout-related support issues.