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add a bank account?

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  • add a bank account?

    We would like to direct the donations for a new project to a different bank account while maintaining flow of donations for our current project to the currently assigned bank account. Is that possible, and if so, what are the steps?

    Can I create a new checkout page and direct donations made on it to a different bank account than is used for our current checkout page?

  • #2
    Good day!

    An account is set up with a single bank account and it won't be able to post to multiple bank accounts. If you wish to have deposits made to another bank account while maintaining the original account then you need to apply for a second Click & Pledge account. The bank will send you the agreement but it will be processed faster since the info is already in the system.

    Please apply for another account and we will expedite your application.
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
    Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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    • #3
      A belated thanks ;-)

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