Users can add a UK bank account using an embedded form in eModal. Once a payment source is created, it can be edited or deleted from the same screen.
Step 1: Navigate to the Payment Source Management screen in eModal (Administration → Payment Source Management)
Please note that if you do not see the Payment Source Management screen in your menu, either your user account does not have permission to manage payment sources or your company is inactive.
Step 2: In the Current Payment Sources tab, click on the red + button to add a new payment source.
Step 3: Select your company and currency. Input email address, sort code and account number.
Please note that all fields with an asterisk (*) are required.
Step 4: Select the checkbox to agree and proceed to the billing address details.
Step 5: Input the billing address details and click SAVE.
Step 6: Once the direct debit details are reviewed and correct, click CONFIRM.
Step 7: The BACS account is now added to the Current Payment Sources tab.
Please note it could take up to 5 days to verify the BACS account.
Configure Payment Programs for UK Payments
UK customers will need to add a default payment profile for each available payment program. Once the default payment profile is created, it can be edited from the same screen.
Step 1: Navigate to the Payment Source Management screen in eModal (Administration → Payment Source Management)
Please note that if you do not see the Payment Source Management screen in your menu, either your user account does not have permission to manage payment sources or your company is inactive.
Step 2: In the Invoice Payment Profile tab, expand the company tile to view additional details and click CREATE DEFAULT PROFILE.
Step 3: Input the required contact information, use the dropdown to select the desired payment source and click AGREE.
Please note that all fields with an asterisk (*) are required.