Introduction

To receive payments from Candex, you need to add your banking details to the order.

When you are accepting the first order to your company, you will be asked to add banking details. Afterwards, anyone from your company can use that banking entity or add additional ones if necessary. 

Adding bank details when accepting your first order 

Follow these steps to add banking information

1. Sign in and accept PO
2. Choose order on the left panel
3. Click Add to Add New Entity
   • If an entity exists already and it is the one you need to be paid to - just choose it
     
   • If no relevant entity exist, click Add 
     
     
      
4. Choose if it’s a Company Entity or Personal Bank
   • If the payment is to a company you are working for, choose Company Entity
   • If the payment is to you personally, choose Personal Bank. Your banking details will be visible to you only.
     
     
      
5. Fill in the relevant information
6. Make sure to:
   • Add relevant tax documents for your country
   • Tax ID - only digits, no special characters
   • Bank Verification if necessary - above a certain payment threshold you will be requested to upload a bank statement or a voided check. Make sure the bank statement is showing the bank name, your name, and account number associated with the account - no need to show any balance information.
7. If needed -  Intermediary bank. In case you have an intermediary bank for receiving payments in different currencies, add it here. If you do have an intermediary bank but do not have an account number, please fill 000000 in the account field.

Adding additional banking entities

You can add additional payment entities or personal banks by following these steps:

1. On the left side of your screen, click Settings
2. On left side of your screen, click on Entities or Personal Bank, depending on what you want to add
3. Click on the plus sign next to Payment Entities at the top of the page
   
   
    
   
    
4. Fill the new Payment Entity details and click Add