Add Customer and Authorize Bank Account

To add a customer and capture their bank authorization without a payment, log in to your Paynote Merchant Account

Step #1: 

Click Customers from the left panel

Click blue button at the top "Add Customer & Authorize Bank Account"

Step #2: 

Click the blue icon to Copy the link

Important Note: This link can be reused for any number of customers. You can store the link locally to have it handy for reuse in the future, or embed it on your site.  

Step #3: 

The link redirects to this page, to capture the Account Holder Name, Email, and Phone number. 

The Account Holder (Customer) agrees to securely link their bank, and agrees to future payments being processed by clicking "Authorize". 

That's it!

Customer flow for connecting their bank is shown here.

You can generally monitor status of your customers as outlined here. You will now have the capability to direct debit any customers who you have captured bank authorization from.