Bank Information

bank_add_128_hotThe Bank Information function is used to record bank information that can later be used within the Payment History function when printing a deposit slip. 

The Bank Information function can be accessed from:

Customer Center-Receivables. 

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Name. The bank’s Name.  If the name you enter is already in the system, you can select it from the drop-down box. If the bank does not currently exist within the system, select New at the bottom of the form to add a new bank.

Address. Bank address.

City. City in which the bank is located.

State. State in which the bank is located. Can be found using the drop-down box.

Zip. Bank zip code.

Account #. Bank account numberSelect Add Account # button and type in your number. This information is optional.

Phone #. Customer phone number. This information is optional.

Contact. Customer contact information. This information is optional.

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Select Save when all bank information has been entered. Delete if you wish to erase all entered information. Cancel if you wish to exit Bank Information function.

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