Wellicle Help
THEN

Receiving accounts

Set PromptPay IDs and bank accounts families use to pay

Overview

Receiving accounts are the PromptPay IDs and bank accounts families use when they pay invoices in the portal. Open /org/{slug}/settings/payments (create at /new, detail at /{id}, edit at /{id}/edit). This screen requires billing:manage.

Families see every Active account when they pay. Mark one as Primary so it appears first.

Steps

  1. Add an account

    Open Receiving accounts, then Add account (/org/{slug}/settings/payments/new)

  2. Choose PromptPay or bank

    PromptPay: enter a PromptPay ID of 9–15 digits (mobile, national ID, or e-wallet). The PromptPay QR is generated from that ID. Bank account: choose a Bank and Account number. Optionally upload a QR code image for families to scan

  3. Optional — Primary

    Check Primary to show this account first when families pay, then Save

  4. Manage an existing account

    Open the detail page to Set as primary, see Active / Inactive, Edit, or Delete

Tips

  • You can add several PromptPay IDs and bank accounts; families see all active ones
  • PromptPay QR on the portal is amount-specific when the family pays
  • Deactivate an account instead of deleting it if you may reuse it later