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The Finance Shop Knowledgebase Menu
The Finance Shop Knowledgebase Menu
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The Client Accounts screen is used to store information a client's accounts.


Expand
titleOpening the Client Accounts Screen - Click here to expand...
  • From the Client menu, select Accounts.
  • From the sidebar, select Client then Accounts.


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Expand
titleAdding an Account - Click here to expand...
  1. Press the New button. The Account dialog will be displayed.

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  2. Enter the account details.
  3. Click the OK button.


Tip

The account information can be used in mail merge document to create Direct Debit forms