DocketPay - How to update your Bank Account

In this knowledge article we will go over how to add a new bank account in Payrix. 

Please follow the steps below to add a new bank account:

  1. Login to your Payrix account.
  2. Scroll down to the bottom and click Settings on the left side.
  3. Under Business Settings click Account Information. Screenshot 2024-05-02 at 10.54.46.png
  4. Click Banking and then Add New Account. Screenshot 2024-05-02 at 10.55.06.png

Once here you can then manually verify the account or use Plaid to have the account verified instantly. Screenshot 2024-05-02 at 10.55.18.png

If you have to manually verify the account the process can take 3-5 business days since Payrix will have to review the documents provided.

After the verification is complete you will be up and running and disbursements can be deposited. 

 

 

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