Date
Enter the date you wish to make the changes effective. The date will default to today's date.
By Whom
Select a party to the Account, or enter the name of the person the new Payment Details were notified by.
Method
From the dropdown select how payments are to be made. Leave blank if unknown.
Note: Click the 
button to paste in Payment details stored on one of this Account's Clients, after selecting the Payment Method.
Account Number
Enter the Bank Account from which payments are being made.
Name
Enter the name of the Bank Account.
References
Enter a reference. Note: Right-click in Reference fields to insert special tags, Eg. [Id], [Name], [LastName], [Account Type Id] and/or [Account Type Bank Code Reference].
Outstanding
If there are Direct Debits with 'To be Processed' the value will display here.
Clear Direct Debits not yet processed?
Check to clear all outstanding Direct Debits not yet processed. Note if the Payment Method is changed to a non-Direct Debit method all outstanding Direct Debits are cleared anyway.
Date
Enter the Log date. It will default to today's date and time.
Subject
Enter a Subject, or select one from the drop-down list.
Notes
Enter any notes to describe the reason for creating the Log.
Action
Optionally enter a future date to create a Task for follow-up of this Payment Details change.
Time
Optionally enter a time for the Log to appear in the Task Manager.
Severity
Optionally add a Log Severity.