Default payment methods for Offers and Capital Calls

Under the Capital raising menu item, click on Accounts to set up default payment methods.

Complete the form to store default payment methods for:

  • BPAY,
  • Cheque and
  • Electronic Funds Transfer

Once done, the Offer setup form and the Capital Call setup form will pre-populate with these details.

If required the details can be edited in the setup form. 

 

 

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