For the complete documentation index, see llms.txt
For the complete documentation index, see llms.txt
Adding a US Bank Account as a Form of Payment Method
Setting up your US bank account as a payment method in Snapdocs RON (formerly Pactima) is quick and simple. This allows you to securely connect your bank account to perform ACH transactions and manage payments.
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## Add a US bank account in Snapdocs RON (formerly Pactima)
1. **Navigate to the "Account" section**
Log in to your Snapdocs RON (formerly Pactima) account. On the main dashboard, click on the **"Account"** tab in the navigation menu.
2. **Access the Billing tab**
In the Account section, select the **"Billing"** tab to view your payment-related options.
3. **Locate the Payment Methods section**
Under the Billing tab, you’ll see a card labeled **"Payment Methods."** Click on this card to proceed.
4. **Choose to add a bank account**
In the Payment Methods section, there are two categories: **Credit Cards** and **Bank Account.** To add a bank account, click on the **"Add Bank Account"** button.
5. **Fill out the bank account details**
A dialog box will appear. Follow these steps to complete the setup:
- **Enter your name** in the designated field.
- **Search for your financial institution** by typing the name of your bank in the search bar.
- Select your bank from the list of available options.
6. **Authenticate and connect your bank**
After selecting your bank, click on the green **"Continue"** button. You will be prompted to log in to your bank account using your bank’s secure login portal. This step ensures a safe connection between Snapdocs RON (formerly Pactima) and your bank.
7. **Complete the setup**
Once you’ve successfully logged in, your bank account will be linked to your Snapdocs RON (formerly Pactima) account. You can now use it to perform ACH transactions and manage payments directly.
## If you do not see the bank account option
If you don’t see the option to set up a bank account in the Payment Methods section, your account may not yet be configured for this feature. Contact **Snapdocs RON (formerly Pactima) Support** to verify that your account is set up in the correct payment jurisdiction.