Add a payment method and a bank account to a customer

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.

If you go to the Invoicing settings tab, the selected payment method is displayed in the Default payment method section.

Add a payment message prefix.

Work process overview

Customer refunds via AutoPay

Related 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

Related windows

Customers (AR303000)

Customer ledger preferences (AR101000)

Related concepts

About customer account setup

About preliminary configuration