To fully enable your Gingr Payments account and receive payouts, you must provide bank account information. You can add multiple accounts to Gingr Payments; however, only one account can be selected as your default payout account. The default account cannot be deleted unless new account information is provided and selected as the new default account. This article will review how to change your default bank account. 

Before You Begin

Important:  The Group Permission "Can Modify Stripe Verification Data" needs to be enabled for your user group to make these changes. This can be found under Reports & More > Groups.

Update Default Bank Account

1. Navigate to Book Icon » Reports » Gingr Payments Dashboard » Account & Details:  

2. In the Bank Account section of the Account & Details screen, select the +Add button.

• Two options will display:
  
  
  • Add Bank Account (Preferred, Instant & Secure): This option is for US customers only and uses Plaid to connect to your bank account using your bank account login information. You will be prompted to enter your bank account online ID (username) and password. This method is more secure because you are required to input your bank account login credentials.
    
    
  • Add Bank Account (Manual Verification): This option requires the manual entry of your bank account number and routing number. Stripe will then verify the bank account information you provided. This option will take longer and leave more room for human error. If bank account information (account number and/or routing number) is entered incorrectly, Stripe may flag your account delaying this process. 

Some countries in Europe (most EU countries) use IBAN accounts which do not have account/sort codes. Customers in these countries should not input anything in those fields and only enter their IBAN account numbers in the account number field.

3. Once the verification process is complete, you will have two bank accounts displaying in the Bank Account section on the Account Detail screen. Select the three dots (ellipsis) for the newly added bank account. 

4. Select “Make default for currency” for the newly added bank account. The newly added bank account with display as your default.

5. Next, you will want to remove the “old” bank account from the system. Select the three dots (ellipsis) for the “old” bank account and select "Remove" from the displayed options. Your updated bank account should be the only account displaying in the Bank Account section

You have successfully changed your bank account on file for Gingr Payments and your payouts will now go to the new account information provided. 

Related Resources

• Gingr Payments Feature Overview
• Get Started with Gingr Payments Topic Outline
• Sign Up For Gingr Payments How-To
• Configure Gingr Payments Method How-To
• Configure Preferred Processor How-To
• Order Hardware for Gingr Payments How-To
• Take Payments with Gingr Payments How-To
• Cancel Payments from the Stripe Credit Card Terminal How-To