How do I link contacts to a bank account?

Storing your contacts bank account details simplifies the transfer process and allows you to track payments made to their account. 

To link a bank account from your Zeller Dashboard:

1. Click Contacts.
2. Select the contact you would like to add a bank account for.
3. Select Add in the bank account section.
4. Either select an existing account, or create a new one. 
5. Click Save. 

All historical and future account transfers will now be linked to this contact.

To view these in more detail, select the Accounts tab on the contact profile. 

To unlink a bank account: 

1. Click Contacts.
2. Select the contact you would like to edit.
3. Select the associated bank account.
4. Click Unlink Bank Account. 

All historical and future account transfers will be unlinked from this contact.

If you have any issues with linking your contacts to bank accounts, please get in touch with our Support team.