How do I edit a Funding Source?

  • Updated

There are a few reasons you may need to edit the details of a Funding Source. You may want to update the Account Payable Contact Email, the Bill to Address, the Low Balance Alert Amount or change the Funding Source type

For whatever reason you need to update a Funding Source, doing so is super easy!

First, navigate to your Account Balance page within your account. From there, locate the row of the Funding Source you'd like to update and click the three dots all the way to the right of that row. You'll then see an option to edit. 


The Funding Source details page will appear and you'll be able to edit any of the information on that page.


You'll need to click Save at the bottom of the page in order for the changes to take effect. 

For more information about the Account Balance page, check out these articles!

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