Setting up Customer Information
The following table describes a sequence of guides for setting up cash receipt information, with links to the articles.
| To | See |
|---|---|
| Define a default payment ID mask or define a payment ID mask for a specific bank account. | Defining Payment ID |
| Define the rules for managing how the payment text on a customer transaction can be used for the identification of the customer who created the payment. | Setting up Customer Application Rules |
| Set up Direct Debit and direct debit reversal rules. | Setting up Direct Debit |
| Set up Direct Debit Collections and manage the grouping of collection entries. | Setting up Direct Debit Collections |