Why can't clients add their bank details to the client zone?

This is a common problem. You inform the client that they can add their bank details securely in their client zone so you can pay their settlement. They give this a go, but then can’t see where do to it. Why is this?

It’s quite simple. Only clients who have the Vendor role will see this form. A few simple steps will allow the clients to add their bank details.

Click Edit on the client detail.
Scroll to the Roles section and make sure Vendor is ticked .
Click Save Changes.
The client will now see the option to add payment details on their client zone dashboard.
And can fill out the form.
When complete, the details will show in the Payment Methods tab in the client’s detail.