Before you are able to collect payments from your team members, you need to complete the following two steps. It should only take 5 minutes.

Step 1: Provide your bank details

Make sure you provide your bank account details under 'Bank Settings'. If you don't, you won't be able to request or receive funds. You need to provide:

  • BSB number
  • Account number
  • Account holder name
  • Bank name

'Bank Settings' can be accessed in the dropdown menu at the top right of your dashboard (see below).

Step 2: Create your team and add team members

Before you can request money from team members, you need to create your team and add your team members' details. Please ensure you let your team members know that you are creating an account.

For more information on how to create a team and add team members:

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