Linking your bank account is necessary to receive payments from clients or students.
NOTE: OfferingTree doesn't store any of your bank account information or any of your students' / clients' credit card information. We use Braintree (a division of PayPal) for all our payment processing.
Step 1: Payments Tab > + Add Bank Account
Within your navigation pane click on the "payments" subheading and then click on the "+ Add Bank Account" button.
Step 2: Complete the bank account info form
Fill out all of the information within the Bank Account Information form. If this bank account is a business account, then be sure to click on "this bank account is for a business." This will give you access to another part of the form where you can provide your business information for the account.
Step 3: Refresh your Dashboard
If you see a blue icon next to the bank account you just added, then you likely will need to refresh your dashboard. To do this, simply click on any other tab (e.g. roster) and then return to your "payments" tab.
Step 4: Check for green active account status
If you see a green icon next to the bank account you just added, then your bank account is correctly linked and you can begin accepting payments. Please see the other article on "Payment Processing" for additional information.
Step 5: Unlinking your bank account
If you would like to unlink your bank account with your OfferingTree account, please click on "help" within your OfferingTree dashboard to send us a message request to unlink your bank account and we will communicate with PayPal to remove your bank account.