Setting up Customer Information
The following table describes a sequence of guides for setting up cash receipt information, with links to the articles.
| To | See |
|---|---|
| Define a default payment ID mask or define a payment ID mask for a specific bank account. | Defining Payment ID |
| Define the rules for managing how the payment text on a customer transaction can be used for the identification of the customer who created the payment. | Setting up Customer Application Rules |
| Learn how to set up customer statements with a payment reference allowing customers to pay multiple invoices using a single payment reference. | Setting up Customer Statements |
| Learn more about the Payment Management-specific fields on the customer card and how to benefit from them. | The Payment Management fields on the Customer Card |