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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.


Expand
titleAdding a Bank Account

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expand
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  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 dialogthedialog.
Note

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

Process Navigation


Create a New ClientImage Added Create a New Client 

General 


Address\ Telephone


 Contacts


Marketing


Services



References


Accounts


Employment


Assets


Liabilities


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