Transferring Bank Account Details to Products

You can transfer bank account details to all product info areas and the Contract info area.

To transfer bank account details:

1. Add a new product (e.g. a service) or contract, >> Adding Products.
2. Enter the bank account details:
   • Click on (Select) next to the Bank A/C Details field. Select the desired bank account details to transfer information to the product record (e.g. IBAN/account number, Institute).
   • Click on (Select) next to the Bank Code field. Select the desired bank code to transfer information to the product record (e.g. Institute). Enter the IBAN/account number.
3. Save the record.