Go to Customer Main Form > Bank/Card Details tab

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

Customer Bank and Card Details

To use Debit Order Collections, you must first enter the customer's bank details. This feature provides a simple and efficient way to collect payments directly from your customers.

Steps to Set Up Debit Order Collections:

•Enter Bank Details – Ensure the customer's bank details are populated.

•Export Debit Orders – Go to Ledger > Extra > EFT Export Export to process debit orders.

Viewing and Searching Debit Orders:

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

•To search for a specific bank account number, go to Customer > Extra > Debit Order Lookup and enter the account details.