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  1. Make sure there is an existing Bank record. Refer to How to Add new Bank record
  2. Open the Customer record whom the EFT Information belongs to.
  3. 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 record of the customer.
  4. If the customer has an existing EFT Information record, click the New toolbar button.
  5. Enter the EFT Information details. You can be as detailed as you feel necessary. Bank Name is required. Refer to EFT Information for the fields description.
  6. Click the Save then Close toolbar button once done.
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