Block a bank account number of a debtor

You block a bank account number of a debtor if it is no longer allowed to use it.

To block a bank account number of a debtor:

  1. Go to:
    • Financial / Debtor / Debtor
    • Order Management / Sales / Sales contact
    • CRM /Organisation/person / Sales contact
    • Subscriptions / Subscription / Sales contact
    • Projects / Project / Sales contact
  2. Go to the tab:Bank account.
  3. Open the properties of the bank account you want to block.
  4. Select the Blocked check box.
  5. Go to the tab: Payment.
  6. If necessary, select the preference account for Bank account number.

    If you select a blocked bank account number, a message appears letting you know the selected bank account number has been blocked. If the tab contains a blocked bank account number, the outstanding items for this debtor are not included in a collection order.

  7. Click on: OK.

You unblock the bank account number by deselecting the Blocked check box.

Directly to

  1. Add or supplement a sales contact/debtor
  2. Add a sales contact
  3. Add a bank account number
  4. Add an IBAN number to a debtor
  5. Block a bank account number of a debtor
  6. Add a sending method
  7. Convert an organisation/person to a debtor
  8. Add a contact
  9. Import contacts for sales contacts
  10. Add a delivery address