Verifying Micro-deposits for a Family

If you are helping a parent enter micro-deposits and need to enter them for them, you have found the right place. In most cases, it is best for a parent to verify the micro-deposits themself but, this will help you get this accomplished if needed.

Click here if you are looking to direct the parents on Receiving Micro-Deposits and Verifying Bank Information.

1. In V2, go to the Leads table > edit the lead > edit their agreement.
   
   
2. In the Payment Plan section, click Change to edit the payment method.
   
   
   
3. Click Verify to enter the micro-deposits. 
   
   
   
4. On this screen, enter the amounts from the micro-deposits that showed up on your bank account. Once you Save you are done verifying your bank account and it will now be used for future payments. 
   PRO TIP! You can always log back in to update your payment method in the future. Click here for more info!
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