How to Add a New Bank Account and Allocate it to Customers | Scribe

How to Add a New Bank Account and Allocate it to Customers

  • 11 steps |
  • 22 seconds
  • SwoolSwool
1
Click "System"
2
Click "Bank Accounts"
3
Click "Add New Bank Account"
4
Add in the Bank Account Details
5
And save

Assigning a Bank Account to a Customer

6
Click "Accounts"
7
Click "All Customers"
8
Use the search field to find the customer you need to add the bank account to
9
Click on their name to edit their profile.
10
Click the "Payable bank account" dropdown and select the new bank account you added.
11
Update customer. This bank account will now display on all documentation and on the client portal for only the customers you have allocated it to.