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Matthew Garrett

Matthew Garrett

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Bank account details would only be captured for the purpose of printing out direct debit forms for where the client will be making their payments from.

Adding a

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Bank Account

Expand
  1. Enter the account details.
  2. Click the right-arrow button () to move the account into the Accounts list on the right-hand side of the dialog.
Note

To remove a redundant or incorrect account, select the account from the Accounts list and click the left-arrow button ().

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