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Updating your Bank Account Information

Updated over 2 years ago

In order to have your payments made through PracticeSpace sent directly to your bank account, you’ll need to enter some banking information. Here’s an outline on how to do that:

2. Go to Money from the left panel

3. Click on the Banking tab

4. Click on 'New Bank Account' for adding the bank details for the first time


5. Click on Edit to start filling out

6. Choose the Account Type. Select "I am an Individual" if you are a Solo practitioner

7. Select "I am a Business" if you are managing organization



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