Customers' Accounts

This is a paid feature, talk to our customer service.

Manage your customers account:

• Deposits - record customers' deposits - multi currency
• Withdrawal - record all withdrawals from customer's account
• Exchange - process an exchange transaction
• Transfer - process a money transfer transaction

Openning an Account

Follow the next steps to create an account for a customer:

1. Access the Finance from the application menu
2. Click Customers Account
3. Click New Account
4. The new transfer window appears

All bold fields are required and must be provided.

• Search search for an existing customer

You can link the new account to an existing customer or add new customer.

• Account Details enter the new account number the starting date
• Customer Details enter customer's information such as name and contact details
• Address Details enter the address details
• Identification enter customer's identification information
5. Click Save Changes

Managing Customer's Account

With every account, you can:

• - view an account
• - close an account
• - print account summary
• - delete an account

Viewing Customer's Account

A list of all current currency credit or debit summary is displayed, click to view the selected currency account transactions.

Transactions

Use the transactions feature to manage all account transactions such as deposits and Withdrawals

Follow the next steps to manage the account transactions:

1. Access the required account
2. Click Transactions

All bold fields are required and must be provided.

• Transfer Type select the transaction type, debit or credit
• Description enter a transaction description - optional
• Reference enter a transaction reference - optional
• Currency select the transaction currency
• Amount enter the transaction amount for the selected currency
• Date enter the transfer date
• Payment select the transaction's payment type
• Click Save Changes
3. Updating a transaction - click to update selected transaction
4. Deleting a transaction - click to remove selected transaction

Currency Exchange

When you sell or buy a currency using the customer's account, make sure to select Customer Account in the Payment type field

You must ensure that customer has enough funds to complete the transaction.

Once recorded, the currency exchange transaction can not be updated.

Quick exchange is excluded from this feature.

Money Transfer

When a customer sending money using the available funds in customer's account, make sure to select Customer Account in the Payment type field

You must ensure that customer has enough funds to complete the transaction.

Only outgoing transfers are supported.