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  • Getting Started
    • Account Opening
    • Purchasing A Plan
    • Set Up Account
    • Adding A Digital Signature and Initials
    • Setting Permissions
    • Sending Your First Document Out For Signature
    • Self-Signing A Document
    • How A Recipient Signs A Document
    • How Does This Work
  • General
    • Managing Notifications
    • Handling PDF Copies
    • Customize date format and time zone
    • Set Up Branding
    • Set Acceptable Signature Types
    • How To Upload Documents
    • Password Protect Signing
    • Requesting Signer Attachments
    • Adding An Attachment To Requests
    • Ewitnessing A Document
    • Getting Documents Signed In Person
    • Tracking E-sign Requests
    • Handling Audit Trails For E-signatures
  • Users and Teams
    • Creating A Team
    • Invite New Users
    • Inviting New Team Members
    • Inviting New Members To A Sub-team
    • Sharing Documents With Team Members
  • Productivity
    • Creating A Template
    • Using A Template
    • Send Bulk Signature Request
  • Handling The Editor
    • Adding Object Fields
    • Resize, Remove, and Move Object Fields
    • Sign, Date, or Initial a Document
    • Setting Editor Layout
    • Approve or Disapprove A Document
    • Responsiveness of the Editor
    • Live Search Document
    • AI Powered Field Detection
  • Integrations
    • Integrations
    • Google Workspace Integration (DocEndorse Connect)
    • Connect With Office 365
    • Signing/Redacting Documents Within Microsoft Outlook
  • Collecting Payments
    • Connecting to Your Bank Account
    • Managing Your Payment Transactions
    • Preparing Documents To Collect Payments
    • Setting Up payments On Your Account
  • Managing Contacts
    • Adding A Contact
    • Editing or Deleting A Contact
  • Reports And Analytics
    • Get Reports
  • Managing Subscriptions
    • Managing Your Subscriptions
    • Cancelling Your Subscriptions
    • Updating Your Subscriptions
    • Updating Your Payment Method
  • Redact Documents
    • How to Redact A Document
    • Quickly Find and Redact Text
  • Managing Documents
    • Managing Your Documents
  • Using The Ai Agent
    • About Our AI Agent
    • Our Document Intelligence
    • Using the Ai E-sign Assistant

Connecting Your Bank Account

Using our platform, users can connect a bank account and begin requesting payments from third parties. Our platform is able to accommodate Bank accounts located in over 150+ countries and transactions in over 50+ currencies.

Connecting your bank account is quick and easy, just login to your DocEndorse account and look to the left side your screen for the "Payments" page button and click it, you will then be redirected to the payments page. When at the payments page ensure that the "Payments Settings" tab is selected after which will see a section to add your account number and your email. Just add your bank account number and your email if not already present, and then click the "add account" button, our platform will guide you through the rest, including, choosing a country for the residence of the account, a currency for the account, and a statement descriptor - to identify your transaction on the customer's credit card and bank statements.

If you want to remove your bank account connection later, please contact our support team and we will be happy to do this for you.

It is important to note that we charge a percentage based fee of 1.5% per transaction across all transactions. Our payments partner (Stripe) also changes additional fees per transaction. Visit stripe to get the latest information on the fees they charge per transaction. The typical fees they charge is around 3%.

All payments done through our platform will typically be deposited into your bank account within 3 business days.

Connecting Your Bank Account

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Whether you're handling 10 documents or 10,000, our AI-powered signing assistant will save you time, reduce errors, and close loops faster.

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