Before you proceed to the following steps, make sure there is an existing Bank record. Refer to How to Add new Bank record.
- 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.
- If the customer has an existing record, click the New toolbar 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 for the description of each fields.
- Click the Save toolbar button.
Overview
Content Tools