Article #: 81

How To: Add a Payment Method (Bank Account / ACH)

Similar questions: Add a payment method, change a payment method, add a bank account, change a bank account, delete a payment method.

Purpose: To demonstrate how to add a Payment Method (Bank Account / ACH) in Xima CCaaS

Steps

1. Web to Xima CCaaS with the URL that has been provided (i.e., example.xima.cloud)
2. At the login screen, enter Username and Password and hit Login
3. Along the left-hand side in the navigation pane, select Admin(System) (cog wheel icon) > Payment Method
4. A new window called Add Payment Method will appear. Select ‘Bank Account’ from the ‘Payment Type’ dropdown.
5. Enter Routing Number from your financial institution
6. Enter your Account Number from your financial institution
7. Confirm your Account Number
8. Enter Account Holder’s Name as it is listed on your account from your financial institution
9. Enter the Account Holder’s Phone Number
10. Select Save

A new window will appear and confirm that you have successfully added a new Payment Method (Bank Account) to Xima CCaaS. You may now begin using the service.