How to add more Customer Bank Accounts

If you want to add more customer bank accounts to an existing customer, you can directly go to the customer bank block. There is an option given on the right side of the customer’s bank written in blue font, i.e., “Add

Click On ‘Add New’ Option 

• Click on add new option, and a new tab comes in front of your screen. 

• Here you can see, bank details are present in table form. Users can also delete or edit accounts by clicking on the icons given on the right side of the table, as shown in the image.

• To edit or delete an account, you have to click again on the Add More button, and then it shows you icons located on the right side.

• Click on it, and you can edit or delete the account. 

• You have to click on the “Add Banks” button. 

• Once you click on the button, again a new page comes in front of you. 

Fill the information. 

• Enter the other bank account name title. E.g., XYZZ Trading LLC 

• Enter its bank’s sort code, e.g., 123456. 

• Enter account number of other banks, e.g., 01200000000000. 

• Enter the IBAN number of the other bank account number. e.g. AE000000000 

• After it, click on the save button.

• After saving it, you can see the new bank account name displayed in the customer bank section in the customer head.