BPro Payments supports direct Bank Transfer payments. This allows clients to submit their payment directly from their bank account.
Bank Transfers can be made when manually accepting payments on BPro jobs, or through the PayNow button on invoices.
*Bank Account details can also be proactively connected to the client's profile through the BPro Payments Card Info section, without running any payments.
When accepting payment, select BPro Payments and then select the Bank option.
Enter the Account Holder's Name, and choose the bank Account Type (either Personal or Business).
Then choose how you would like to provide the bank account details:
Instant - Quickly find and securely log into your bank to instantly link your account for payment. (*This option is primarily used by the client directly, often through the PayNow button)
Manual - Manually enter the routing and account number of the bank account.
After selecting either Instant or Manual, click 'Provide Bank Account Details'.
Instant (US Banking): The Client will be able to select and sign-in to their banking institution, to complete the payment / transfer of funds.
Manual (US Banking): The client can enter their Routing Number, Account Number, and Account Type (checking or savings).
Bank Transfer (Canadian Banking):
Enter the Account Holder's name, Email Address, and select whether the payment account is for personal or business. Then click 'Provide Bank Account Details'.
Enter the Institution Number (3 digits), Transit Number (5 digits), and the Account Number (7-12 digits). (Same formats as a blank cheque). Click Continue to validate bank account details.
Once the banking details are entered successfully, click the final 'Accept Payment' or 'Pay' buttons to process the payment and transfer funds.
Bank Transfer payments will be recorded in the job's payment history as 'Bank Payments'.
