1.1.1 Customer Profile Tabs:
Once you have created your customers, they will all appear under the summary screen. Select the customer to view their information.
You will notice 6 tabs at the top of the profile:
- You can change the bank details by selecting ‘’change bank details’’, entering the relevant information and then uploading the supporting documents.
- Supporting documents accepted:
- Bank Statement clearly stating the account holder Name and Surname
- A letter from the bank with the bank details of the customer.
- Supporting documents accepted:
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