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How to Add a Bank Account Linked to Invoicing [CAD Customers]
How to Add a Bank Account Linked to Invoicing [CAD Customers]
Updated over a week ago

NOTE: Financial Settings must be completed before a bank account can be added.

  1. Navigate to "SportsEngine HQ".

  2. On the left-hand navigation panel, click Settings.

  3. Scroll down and choose Financial Settings.

  4. Scroll down to the Bank Account header.

  5. Click the plus sign (+).

    • A new screen will appear.

  6. Input the following:

    • Choose your Account Type

      • Individual

      • Company

    • Bank Account Nickname

    • Account Number

    • Confirm Account Number

    • Transit (Branch) Number

    • Institution Number

      • Check the box to set this bank account up to receive payouts from invoicing and membership sales.

  7. Click Add.

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