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- Open the Customer record whom the EFT Information belongs to.
- 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.
- If the customer has an existing record, click the New toolbar button button on EFT Information screen.
- 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.
- Click the Save toolbar button.
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- button. Note that a Customer is allowed to have one active EFT Information record only.
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Before you proceed to the following steps, make sure there is an existing Bank record.
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