Before you proceed to the following steps, make sure there is an existing Bank record.
- Open the Customer record whom the EFT Information belongs to.
- Click the Additional > EFT Information toolbar button.
Image Removed| 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.
Image Added - If the customer has an existing record, click the New button on EFT Information screen.
Image Added - Select a Bank Name from the combo list box. This is a required detail.
- 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.
Image Added - Click the Save button. Note that a Customer is allowed to have one active EFT Information record only.
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- Open the Customer record whom the EFT Information belongs to.
- Click the Additional | EFT Information toolbar 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.
Image Added - If the customer has an existing record, click the New toolbar button on EFT Information screen.
Image Added - Select a Bank Name from the combo list box. This is a required
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- detail. If the Bank you need is not in the list, you will have to add it to the Banks screen.
- 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.
Image Added - Click the Save toolbar button.
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- Open the Customer record whom the EFT Information belongs to.
- Click the Additional | EFT Information toolbar 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.
Image Added - If the customer has an existing record, click the New toolbar button on EFT Information screen.
Image Added - Select a Bank Name from the combo list box. This is a required detail.
- Enter the EFT Information details. You can be as detailed as you feel necessary. Refer to EFT Information for the description of each fields.
Image Added - Click the Save toolbar button.
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