In a CRM system, bank details refer to the financial information of customers, vendors, or partners. This information is utilized for billing, invoicing, refunds, and financial transactions within the platform.
Bank List View
- Log in to Zhylar
- Go to Left-hand navigation panel
- Click on Configuration
- Under Profile tab, select Bank Details.
- Shows a list of all the saved banks.
- Bank marked with purple star is primary bank.
- In Zhylar CRM, a primary bank is the default account managing payments, refunds, and transactions.
- This bank will be loaded by default in all the Add Invoice forms.
- You can switch the Bank in the document if required.
Add New Bank
- Click + New Bank.
- Fill out the details.
- Fill required data.
- Click Save.
Primary Bank
- Toggle to mark as primary.
- Only one primary bank allowed.
- Primary bank denoted by a white star in a purple circle.
- A primary bank cannot be deleted.
Bank Nick Name
- When a bank is added to any document, the field drop down will carry the bank’s nick name.
- E.g., Dubai National Bank- Al-Nahda branch -> Nickname: DNB Al-Nahda
- Thus drop down will show “DNB Al-Nahada” as an option.
Update Bank
- Click ⋮ 3 dots
- Select Update.
- Edit details.
- Save changes.
Delete Bank
- Click ⋮ > Delete.
- Confirm with Yes.
Note:
- Action cannot be undone.
- A bank marked as primary cannot be deleted.
- Two banks can not have the same Nick Name.
Payment Receipt
Navigate to Invoice
- Go to Dashboard
- From the left-hand navigation panel, go to Invoices
- Select Invoice:
- Open the relevant invoice.
- Invoice must be in Sent status or any of the successive stages.
- Record Payment:
- Click “Record Payment”
- You’ll find your Payments list.
- Add New Payment:
- Click “+ Add New Payment”
- Fill required details.
- When selecting mode of payment, except cash, all other payment modes will require you to add a bank.
- Under “deposit to” field, add your bank.
- If payment is being made in cash, you will not have to add a bank.
- Fill data and click “Add Payment”.
- Your payment receipt will be added.
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