How to lock payouts to specific bank accounts

When charging attendee fees with EasySignup, you can set up the system to only allow users to make payouts to specific bank accounts.

It may make sense if you are many users and you want to ensure that revenue from events does not end up in the wrong places.

In addition, it becomes easier when you request a payout because the bank account details are saved in the system. Then you don't have to enter them every time with the risk of typing errors.

NOTE: Only admin users can lock payouts to specific bank accounts and remove the lock again.

  • Firstly, you must save one or more bank accounts before it makes sense to lock payouts. You can save bank account details when you request a payout - either from the event report page or under Finances->Payments at the top of the dashboard. If you don't know how to request a payout, you can find a guide here.
  • When requesting a payout your enter bank account details. Here you can choose to save the details. The following example is from the event report page.
  • Select "Save" after entering the bank account details. The bank account is then saved for selection for future requests.
  • Repeat this process if you want to save more bank accounts.
  • Once you're done you can choose to set up the system to only allow users to make payouts to the saved bank accounts. Furthermore, users can't edit or delete the saved bank accounts.
  • Select Finances->Payments at the top of the dashboard to lock payouts.
  • Select "Lock payout accounts".
  • Select "Yes" in the pop-up window.
  • If you want to remove the lock simply select "Unlock payout accounts".

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