There are two places you can save your bank details to pay for your invoices:
Save your bank details In-app
To save bank details in-app, follow the steps below:
Click on the More on the bottom right corner of the home screen
Scroll down and select Payment Methods
Click on Add payment method
Select bank account
Go through the process to fill out your bank details
Note: Depending on the country you're located in and your bank, the process to fill out the bank details may look different. |
Save your bank details when signing up
You can save your bank details while signing up online if your organization allows you to purchase a membership Plan during this process:
Navigate to your organization's website to their sign-up form (created through Optix)
Go through the sign-up process (i.e. enter your name, password, personal details..etc)
Select a Plan of your interest and on the Review and Confirm page, click bank account
Click Connect Account
You will be directed to another page where you can fill out your bank details to connect to your account
Once you've added your bank details, click Confirm on the Review and Confirm page
Once you've completed the sign-up process, you'll be asked to download the app and log in. In the profile, your bank details will be saved for future invoices.
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