Privacy for multiple payers on a Customer Portal account
When more than one person is making payments through a single Portal account, they have the option to make their payment methods private from other users on the same portal account.
Making a portal payment method private
In the portal account, your customer will:
- Hover over the gear icon, select Bank Accounts
- Select your bank account number
- Select the edit icon
- Select Private
- Select Save
This will hide the bank account from all other users who log into the same portal account.