Distribution Dave
Level 2

Banking

Hi CarlSJ,

 

Thank you for the reply but it didn't quite get me there.  I'm trying to identify the banking company that my customer used to pay an invoice.  I followed your instructions to the second option you provided but I'm only able to access a transaction number and a payment ID, the name on the account and the last four digits of the account.  I need to know if it was issued through Wells Fargo or Truist Bank or some other institution.  Can you guys provide that info based on payment ID?