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?
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: