Good evening Glen,
I was looking at how to set up a direct debit to collect payment from clients. The knowledge base suggested I navigate to the “Client management screen”. Please can you advise how I can navigate to the client management screen?
Many thanks for all your kind assistance.
Go to ‘Sales >> View Clients’ from the top navigation menu:
You will now be taken to the ‘Client Management Area’, simply click client’s name you want to set up the Direct Debit for:
You can also use the ‘Quick Search’ from the Dashboard:
You will now be taken to the client area where you can now set up a Direct Debit for this client by clicking the ‘Setup a Direct Debit for this Client’ control box: