Modify Bank Account

Type: Form

Description: Provides access to bank account creation or modification options.

Items:

Save

Saves all changes on the form.

Closes the form without saving any changes.

Select Parameters

Includes the list of bank account parameters that can be selected.

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Create Date

Date when the record was created.

References: Payment Option.Create Date

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Active

Indicates whether the record is active in the system.

References: Payment Option.Is Active

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Code

Secondary identifier that can be used to cross-reference records between TidyPay and integrated systems.

See Reference Code definition for additional information.

References: Payment Option.Reference Code

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Routing #

Expiration date of the card or bank routing number.

References: Payment Option.Accessory

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Savings

Indicates whether the bank account used for transaction is a savings bank account.

Account #

Number of a payment card or bank account.

References: Payment Option.Number

Last Update

Date when the payment plan was updated for the last time.

References: Payment Option.Last Update Date

Last Account Update

Date when the account was updated for the last time.

References: Payment Option.Last Account Update Date

Name on Account

Name of the bank account or credit card holder.

References: Payment Option.Holder Name

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Copy from Customer Account

Allows to copy information from the Customer Account.

Street 1

Street name of the user's mailing address.

References: Payment Option.Street1

Street 2

Additional street name field for entering user's mailing address.

References: Payment Option.Street2

City

City name of the user's mailing address.

References: Payment Option.City

State

Code of the state associated with a user's mailing address.

References: Payment Option.State

ZIP Code

ZIP or postal code associated with a user's mailing address.

References: Payment Option.ZIP Code

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