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Assigning Bank Account Number to Customer

The ability to assign a bank account number, to which the customer should make a payment, to the customer. Accounts are assigned in a dedicated view launched from the customer card: Default Customer Bank Account

Default Customer Bank Account Preview

The set information will be assigned in sales and service documents at the moment of:

  • selecting the customer,
  • selecting the currency code,

To the standard field with the customer's bank code.

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