Enter Customer Banking Details
- Michelle Russell
Banking and/or Credit Card Details of a Customer can be recorded to assist in making the Receipting process much more efficient. Stored details are used as default values in the Receipting module when generating receipts and the Customer banking details may also be used for Direct Debits.
How to Enter Customer Banking Details:
In the main menu navigate to Customers > Customer Management. To find the required Customer use the search boxes to filter the Customer records (see Searching for Customers).
Select the Customer and navigate to the Customer Details tab.
Click the Banking button on the middle of the screen. This button requires a user have Security Group A in Employee Management > User Details > Groups.
Enter the Banking Details and/or Credit Card details.
Once all the required information is entered click Save.
If you have Stripe enabled on your account, this is where you can go to setup a customer for direct debit, or to change/delete saved direct debit tokens.