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1. Open the Customer record whom the EFT Information belongs to.
2. Click the Additional | EFT Information button. If the customer has no existing EFT Information record yet, it will open a new EFT Information screen. Otherwise, it will open the latest EFT record of the customer.
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3. If the customer has an existing record, click the New button on EFT Information screen.
   
4. Select a Bank Name from the combo list box. This is a required detail.
5. Enter the EFT Information details. You can be as detailed as you feel necessary. Refer to EFT Information | Field Description to help you in filling out the fields.
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6. Click the Save button. Note that per a Customer is allowed to have one active EFT Information record only.

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