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Customer Bank Setup from a Customer Record
Regardless of where you begin this process, (a customer record, the EFT Customer list, or the EFT Processing form) the same data entry form opens. This example begins from a customer record.
1. From a customer record, on the customer tree, hig...
Customer Bank Setup from the EFT Customer List
On the main application menu, expand the Client Management module, and select the EFT Customer menu option. The EFT Customers listing opens. Click the New button at the lower right of the form to setup a new credit card or bank account.
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Customer Bank Setup from the EFT Processing Form
On the main application menu, expand the Accounts Receivable module, and select the EFT Processing menu option. The Payment Processing form opens. Click on the Payment Methods button at the upper right of the form to setup a new credit card or ban...