Click on the two people icon or Type in Client Search in the menu search and choose Reservations + Client Search then use Add button on the right hand side
- Enter company name as well as contact name and surname
- Enter email address
Very important as statements will be emailed to this address - Enter address details
- Enter Mobile Number
- Ensure that you set the client type to Third Party
- Select your company name in Property
- Select Save
- Select Banking Tab
- Enter their banking details
- Mark for EFTPOS
Please note - although there is provision here for withholding funds - you can only withhold funds from an owner - not a creditor. There is also a provision for BPAY but this does not work. If you want to use BPAY from your Banking Software, select cheque. - Save and Exit
Next - Step 2. Create a GL Account Code for the 3rd Party Client (Creditor)
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