THIS IS A TEST INSTANCE. ALL YOUR CHANGES WILL BE LOST!!!!
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What's on the screen?
TO DO
How do I create a financial account?
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NOTE: The above process creates the basic financial account detail with a zero available balance but there are further details that can be added via the other financial account sub menus. There are four sub menus which make us the financial account. These are as follows:
- Financial Account (NOTE: This is completed by default when you create a financial account)
- Roles
- Transactions
- Authorizations
How to I update a financial account?
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How do I create transactions for a financial account?
See Transactions
How do I use a financial account?
Once setup a financial account can be selected as a payment method for a customer.
TO DO AN EXAMPLE.......