Name
Select from the drop down list the Payee Name.
Method
Select the Method (from the drop down list) that the money will be paid to.
Account No
Fill in the Account number the disbursement will be paid to.
Name
Enter the Name of the Account the disbursement will be paid to.
- Alternatively if the client has their Banking details saved, click on the
button to insert the payment details. This will fill in the Method, Account No and Name.
References
Enter all relevant references.