Add a payment method and a bank account to a customer

Before you start

For the previous step, see: Enable batch payments.

1. Go to the Customers (AR303000) window.
2. In the Customer no. field, select the customer you want to refund.
3. On the Payment methods tab, click Add payment method.
4. In the Payment method column, select the method of payment.
5. In the Cash account column, select the cash account.
6. In the Value column, fill in the bank account to want to refund to.
7. Click , or Save and close.

The payment method is now linked to the customer.

What is next?

Add a payment message prefix.

Related pages

Concepts

• About customer account setup
• About preliminary configuration

Tasks

• Make customer-specific changes
• Delete customer
• Create a customer
• Set customer print and email preferences
• Prepare to use electronic invoices for customers
• Enable write-offs for customer
• Set up e-mail invoices for one customer
• Configure mailing settings for dunning letters for a customer
• Set up invoice mailing for a customer
• Add delivery settings for a customer
• Add general information for a customer
• Add invoicing settings for a customer

Windows

• Customers (AR303000)
• Customer ledger preferences (AR101000)