Refinance Account wizard, Other
|

Refinance Account wizard, Other

Statements

Statements

Enter a frequency for transaction statements to be produced. There are several pre-defined frequencies in the dropdown list. You can also create a custom frequency by entering it into the field yourself. Click here for tips on creating your own frequency.

First Date

This will default to the next date according to the frequency set above. You can override the default first date with any future date.

Method

Select a Payment Method from the dropdown list, or choose the Client's default payment method by clicking on the ClientIcon button.

Other fields will depend on which Payment Method is selected.

Payment Methods are configured in the Bank Account, Payment Methods page