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Customer: Bank & Card Details

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Go to Customer Main Form > Bank/Card Details tab

Hover the mouse over the different menu options. If the cursor changes to a hand (Hand_Cursor), then click to go to the subject.

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You need to populate the Bank Details if you want to make use of the Debit Order Collections.

This is a simple and efficient way to collect money from you customers.

Go to Ledger > Extra > EFT Export

 

To see a list of all customers with a debit orders, go to Customer > Extra > Debit Order Lookup.

To search for a specific bank account number, go to Customer > Extra > Debit Order Lookup.

 

 

Keywords: Credit Card Detail,Customer Bank Details,Debit Order Lookup