Learn how to add or update your bank account information with step-by-step instructions, ensuring a smooth transition and hassle-free experience for managing your payment methods effectively.
United States, Canada, and Australia
If you are located in the United States, Canada, or Australia, your account supports saving one or multiple bank accounts so you can make payments directly from the customer portal. The Payment Methods page gives you one place to add accounts, assign nicknames to tell them apart, check their statuses, and choose which account handles AutoPay.
GETTING STARTED
To access your bank accounts, sign in to the customer portal and navigate to Payment Methods.
ADDING A BANK ACCOUNT
On the Payment Methods page, select Add Bank Account.
Enter the required bank account details.
Enter a nickname to help identify the account (optional but recommended when saving more than one account).
Save the bank account. The account will appear in your saved list as Pending while it is being reviewed.Once approved, the status will change to Active.
MANAGING YOUR BANK ACCOUNTS
To update a nickname, select the bank account and edit the nickname field, then save.
To remove a bank account, select Remove next to the account you want to delete.
To enable AutoPay, select the AutoPay option on the bank account you want to use. Only one account can have AutoPay enabled at a time.
UNDERSTANDING BANK ACCOUNT STATUSES
Each saved bank account displays one of the following statuses:
Active: The account is verified and available for payments.
Pending: The account is being reviewed. Hover over the status label to see a message with details.
Blocked: The account is currently unavailable for payments. Hover over the status label to see the reason.
FREQUENTLY ASKED QUESTIONS
Q: Who can add or remove bank accounts? A: Account Admins and Payers can add, nickname, and remove bank accounts. TreviPay Support can also manage bank accounts on your behalf if needed.
Q: Can I assign a bank account to a specific group? A: No. Bank accounts are saved at the account level and are not assigned to individual groups.
Q: Can I enable AutoPay on more than one bank account? A: No. AutoPay can only be enabled on one bank account at a time. Enabling AutoPay on a different account automatically disables it on the previously selected account.
Q: What does a Pending status mean for my bank account? A: Pending means the bank account is being reviewed before it becomes available for payments. Hover over the status label to see a message with more details.
Q: What does a Blocked status mean for my bank account? A: Blocked means the bank account is currently unavailable for use. Hover over the status label to see the reason.
Q: Can I save as many bank accounts as I want? A: You can save multiple bank accounts on your account. Contact TreviPay Support if you have questions about limits.
All Other Countries
Add Bank Account
To add a Bank Account, navigate to the Payment Methods page located beneath the Admin Settings in your menu bar. Select Add Bank Account and provide the requested bank account details.
Only Account Admins and Payers have permissions to add or change bank accounts.
Replace Bank Account
If you need to replace an existing bank account with a new bank account, select Replace Bank Account on the Payment Methods page. You will follow the same steps for adding a bank account as before.
Things to consider before replacing a bank account...
If you are enrolled in direct debit, any payments due in the next two days may still be drafted from your current account.
If you have a mandate registered for this bank account, the mandate will be cancelled once you have added a new bank account.
If you are a UK customer enrolled in AutoPay with a registered bank mandate, you will not be able to replace your bank account without first contacting the Program Customer Support team.
Remove Bank Account
To remove your bank account entirely, please contact Program Support.
