sage line 50 - customer bank details

System
System Posts: 100,534 🤖 Admin 🤖
edited June 18 in AAT student discussion
I have just started work at a new company and am in the process of compiling customer details in sage. The only problem is I can not find were I add customer bank details to thier profile..as it is a family business i am the only staff member in the accounts and have no-one to ask, although though i am studying AAT at college, my sage teacher has been absent for two weeks and i am getting desperate now as we open for business on monday so need everything set up as soon as...is there anyone that can help, id be most grateful

Comments

  • System
    System Posts: 100,534 🤖 Admin 🤖
    sage line 50 - customer bank details

    I have just had a quick look on sage - and now ask this question!!<BR><BR>If they are your Customers - WHY do you have there bank details? <BR><BR>You dont need customer bank details therefore sage do not have a place to store them!!<BR><BR>
  • System
    System Posts: 100,534 🤖 Admin 🤖
    sage line 50 - customer bank details

    I have bank details for my customers because I collect Direct debits.<BR><BR>However there is nowhere on Sage to enter this.<BR><BR>we have a seperate package to collect the money which is linked to Sage.<BR><BR>Nicki
  • System
    System Posts: 100,534 🤖 Admin 🤖
    sage line 50 - customer bank details

    Hi<BR><BR>Although there isn't a specific place within the customer records to store their bank details, why don't you go into the customer record, then credit control, within this facility is a memo screen where you could type all of the individual details in.<BR><BR>However, I cannot fully understand why you would need to record their bank details, as the payments would be made direct into your bank account, and you could pick them up from your bank statement and enter them as paid, but you obviously have your reasons for recording them! so I think this would be the ideal place.<BR><BR>Tracy
  • System
    System Posts: 100,534 🤖 Admin 🤖
    sage line 50 - customer bank details

    Hi<BR><BR>Do you know what version on Sage 50 you are using, the earlier version didnt have the customer bank details. (I dont remember them)<BR><BR>I know that on version 7 and above do if you go to customer and click record then Bank this allows you to enter the customer bank details which you will need to do for online BAC transactions and DD. <BR><BR>Any other problems let me know<BR><BR>Lorraine

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