Bank Disclosures (F)

The Bank Disclosures page contains a record of all bank disclosures saved to your account, and allows you to add new disclosure records or access more information about a specific bank disclosure.

Navigate to the Bank Disclosure page by clicking Settings in the left hand navigation panel, and then clicking Bank Disclosure in the Business Settings section.

Partial view of the Bank Disclosures page, including the Bank Disclosures Table and the Add Bank Disclosure Button.

Bank Disclosure Features

Bank Disclosures Table

The Bank Disclosures table displays all of the bank disclosure agreements associated with your account, including the following information:

Bank Disclosures Table Column Name	Description

Bank Disclosures Table Column Name	Description
ID	The Payrix-generated ID associated with the bank disclosure.
Created	The date that the bank disclosure was created.
Date Modified	The date that the bank disclosure was last modified.
Facilitator Name	The Payment Facilitator being used by to process transactions.
Banking Name	The name of the bank that issued the disclosure.

Bank Disclosures Table

The Bank Disclosures table supports the following actions: add a new disclosure, remove a saved disclosure, access more information about a specific disclosure.

To add a new bank disclosure, click the ADD BANK DISCLOSURE button located in the top right hand corner of the page. The Add Bank Disclosure lightbox will open in the page. Enter the required information, and click ADD BANK DISCLOSURE to save the disclosure, or return to the previous page without saving by clicking the CANCEL button.

To remove a bank disclosure from a list, click the X icon on the right hand side of the table row to open the Delete Bank Disclosure lightbox. Click DELETE to remove the disclosure, or cancel without removing the disclosure and return to the previous page by clicking CANCEL.

To access more information about a specific bank disclosure, click any information in the table row to open the Bank Disclosure page.

Bank Disclosure (F)

The Bank Disclosure page contains editable details about a specific disclosure listed in your Bank Disclosures page. On this page you can also view the full disclosure using the Preview Button.

Navigate to the Bank Disclosure page by following the steps below:

Step 1: Click on Settings in the left hand navigation panel.
Step 2: Click Bank Disclosures in the Payment Settings section.
Step 3: Locate the specific bank disclosure in the table, and click any information in the row to open the Bank Disclosure page.

Partial view of the Bank Disclosure page, including the Bank Disclosure Details Section.

Bank Disclosure Features

Bank Disclosure Details

The Bank Disclosure Details section contains editable details about a disclosure, including the following information:

Bank Disclosure Field Name	Description

Bank Disclosure Field Name	Description
ID	The Payrix-generated ID number associated with the bank disclosure.
Created	The date that the disclosure was created.

Payment Facilitator Contact Information

The Payment Facilitator Contact Information section contains editable details about the payment facilitator, including the following information:

Payment Facilitator Contact Information Field Name	Description

Payment Facilitator Contact Information Field Name	Description
Facilitator Name	The name of the payment facilitator.
Facilitator Address	The facilitator's mailing address.
Facilitator Phone	The facilitator's phone number.

Member Bank Information

The Member Bank Information section contains editable details about the bank that issued the disclosure, including the following information:

Bank Disclosure Field Name	Description

Bank Disclosure Field Name	Description
Bank Name	The name of the bank that issued the disclosure.
Bank Address	The bank’s mailing address.
Bank Phone Number	The bank’s phone number.

To edit information in the page, click the PENCIL icon in the top right hand corner of the page. Edit any information, then click the CHECKMARK icon to save your edits, or discard your changes by clicking the X icon.

Preview Button

To view a copy of the bank disclosure, click the PREVIEW button at the bottom of the page. The disclosure agreement will open in a new tab in your browser.

Related Pages:

Click the links below to access any of the following pages:

Settings