After you enable the PayPal & Venmo Add-on, you can update the administrator's bank account information or enter the last four digits of the administrator's social security number. You can do this when the status of the PayPal & Venmo add-on is Pending or Connected.
Note: To update the administrator's legal address, phone number, or full social security number, you must sign in to Stripe. For instructions, read Update Your Stripe Information When We Can’t Verify Your Account.
Update Bank Account Information
In Bloomerang CRM, you can update the administrator's bank account information (business routing number, business account number, and business website).
To update the bank account information:
Click Settings.
Click Payments.
In the PayPal & Venmo section, click Update Account Info.
Click Next.
From the Business Account Type list, select Checking or Savings.
Enter the nine-digit Business Routing Number.
Enter the Business Account Number.
Enter the Business Website.
Click Submit. The changes take a moment to process.
Enter the Social Security Number (Last Four)
In Bloomerang CRM, you can enter the last four digits of the administrator's Social Security number.
Note: To update your administrator's full Social Security number, you must sign in to Stripe. For instructions, read Update Your Stripe Information When We Can’t Verify Your Account.
To enter the last four digits of the Social Security number:
Click Settings.
Click Payments.
In the PayPal & Venmo section, click Update Account Info.
Click Next.
If the SSN text box is empty, enter the last four digits of administrator's Social Security number.
Click Submit. The changes take a moment to process.