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Configure the Default Maker Bank Account for a Buyer

Overview​

This feature allows you to configure the transfer destination bank account, where the buyer makes payments to the maker when creating a billing invoice and so on, for each buyer.

Purpose​

By setting the transfer destination bank account for each buyer in advance, you can standardize the operational rules for payment destination accounts.

Since you can manage the settings of each buyer using the same procedure, it helps suppress differences among persons in charge, standardizing tasks and preventing the personalization of operations.

Feature Description​

You can set an already registered bank account as the default maker bank account​

The default maker bank account is used as the initial value when setting the maker's bank account for tasks such as creating a billing invoice.

You can set a bank account registered in Maker Settings as the default maker bank account.

There are individual and bulk configuration methods​

There are two ways to configure the default maker bank account: configuring it for one buyer individually, and configuring it for multiple buyers in bulk.

This manual explains how to configure it individually for one buyer.

For instructions on configuring it for multiple buyers in bulk, refer to Bulk Update Buyers with Quick Edit.

Instructions​

You can configure the buyer's default maker bank account using the edit buyer feature.

Navigating to the edit buyer screen​

  1. Click the Buyers menu.
  2. Click the Connected Buyers tab.
    *It is open by default.
  3. Search Buyers
    You can filter buyers by entering conditions in each field.
  4. Click the Edit button of the buyer you want to configure.
    You will be transitioned to the "Edit a Buyer" page.

How to fill out the form​

Set the Default maker bank account in the Terms & Conditions section.

  1. Default maker bank account
    Select a bank account from the pull-down.

    You can select from the bank accounts that correspond to the Currency set for the buyer.

Updating settings​

After checking the settings, click the Update button.

If the process is successful, the default maker bank account will be updated with the configured contents.

Important Notes​

You must register a bank account in advance​

To configure a default maker bank account, you must register a bank account in advance.

For instructions on registering a bank account, refer to Create a Bank Account.