Enter Banking Details

Type

Select the Payment Type from the dropdown.

Account No

Define the Client's bank account number.

Name

Define the name on the Client's bank account.

References

Optionally define the default Bank Reference to appear on the Client's Statement. Eg. Right click to use [LastName] to substitute the Client's name respectively when sending Direct Debit instructions the the Bank.

Credit Card

Card No

Define the card number.

Card Name

Define the name on the card.

Card Expiry

Define the card expiry date.

Reference

Optionally define the reference.