If a member wants to pay by bank transfer, you send them a request for their bank details rather than entering anything yourself. Once they submit the account, you confirm 2 small micro-deposits to verify it's theirs, and from that point, it's available for charging like any other payment method.
Bank account setup in OfficeRnD Flex connects to your active payment integration (if it supports SEPA, ACH, or iDEAL). The verification status syncs between the two systems, but only if the verification happens in OfficeRnD.
In this article:
Request bank account details from a member or company.
Verify the account using micro-deposit amounts.
Sync verification status if you verified in Stripe.
Before you start
You need Admin access in the Flex Admin Portal.
The member or company to which you are adding bank details must have a valid email address saved in their profile.
You must have an active payment integration that supports SEPA, ACH, or iDEAL. Check which payment gateway integrations support bank transfers →
Request bank account details
You can't enter bank details on a member's behalf. Instead, you send them a request, and they fill in their own details. To request bank account details:
In the Flex Admin Portal, go to the member or company profile.
Ensure the profile has a valid email address.
In the Payment Details section, click the plus sign + and select Add Payment Method.
In the dialog, choose the location for which you are adding payment details.
Click Request Payment Details.
How the member or company enters payment details
When you request the payment details, the following happens:
An email is sent to the email address of the member or company.
The member must click the link and enter their bank account or payment details:
They receive a confirmation when the payment details are successfully added.
Verify the bank account
After the bank account is added, 2 small micro-deposit amounts are sent to it. This verifies the member actually has access to that account. The deposits can take 1-2 business days to appear on the bank statement and will be with the description "VERIFICATION".
The member must confirm they received these deposits and share their exact amounts with you. Once you have the deposit amounts, you must verify the bank account in OfficeRnD Flex:
In the Flex Admin Portal, go to the member or company profile.
Under Payment Details, click the cogwheel next to the bank account.
Select Verify. The verification dialog opens.
Type the 2 transaction amounts in the fields, using a period as the decimal separator (for example, 0.25 and 0.30).
Click Verify. If the amounts match, the status changes from New to Verified.
If you've reached the maximum number of verification attempts, refer to Stripe's ACH verification guide.