Adding a bank account to a customer

Adding a bank account to a customer

A customer can have many bank accounts over time and Clearmatch does not allow for bank account details to be modified for audit and history purposes (it is only possible to add new bank accounts).

1. Login to Clearmatch Fusion with the relevant credentials:



2. Navigate to Customers > select either  Personal Customer Search or Business Customer Search (depending on the requirement):



NOTE:  This article will be an example of how to add a bank account for a personal customer. 

3. Search for the customer using the Filter Options (click on the  button once the filter selection has been made):



4.  Once the customer has been found, select them (click on the link via the Name or Number): 



5. This will redirect to the Display Personal Customer screen for that selected customer. Click on the Action Panel  > Bank Accounts > Add Australia Bank Account:


6. Enter the details (namely the Account Number and Account Name) of the Australian bank account: 



Click on the  button to add that bank account against the customer or the  button to return back to the Display Personal Customer screen.

7. The bank account details will be available to view on the Display Personal Customer screen under the Bank Accounts association tab (or quick links if enabled): 


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