How to map bank accounts with customer using quick mode

You are here:
< Back
Reconciliation could be difficult if your customer is using multiple bank accounts & check to pay his dues, But Customer Convenience matters most, We @ WovVipos understand the importance & offer the option to map one customer’s account with multiple banks.

  1. From the Main Menu, click Customer Master > Customer.

  2. Click on the Search button

  3. Enter the Customer Name

  4. Select the Customer

  5. Click on the Bank Relation button

  6. Enable Quick available in the Settings

  7. Enter the Bank Account details of a customer

    • Bank ( select bank from dropdown list)
    • Account Number (Enter bank account number)
    • IFSC (Enter IFSC cade of the bank’s branch)

  8. Select Bank Status as Active for bank account (if Status is Inactive then that bank account would not be available for that customer)

  9. To Add Multiple Bank Account Details click on Copy button.

  10. Click on Save button.

KB WovvtechHow to map bank accounts with customer using quick mode