Adding another Bank Account

Owned by Chris Hayes
Nov 16, 2017
2 min read

To add an additional bank account to Payments you will either need to call 0333 3131415 option 2 and speak to the person you agreed the sale with, or press option 3 and speak to our accounts team. Alternatively, you can email them on accounts@the-contactgroup.com with the name of what you want the account to be called e.g. School Trips, Dinner Money etc. and the bank account details. Please be aware that we do not store any bank account details or debit/credit card information in our database.

If you wish to setup the account names yourself you can follow the guide below. However, you will still need to call or email with the actual bank account details.


Step-by-step guide

1. Log into the Admin portal using your usual login and password. If you don't have this option you will need to speak to the administrator of the system.

2. Once logged in select Products > Payments > Accounts

3. There will be a General account already setup. You can change the name of this account if you wish by clicking Edit. Remember if you haven’t supplied any bank details yet you will need to provide them to us by phone or email to accounts (as above)

4. To add a new account click the Add Account option

5. Enter a name for the account, this is how it will be displayed within Payments, a brief description and a category. Once done, click Save. Remember to supply the account details over the phone or via email accounts@the-contactgroup.com