Detail View

The detail view is made up of two sections, the main section that contains the record detail, and the related lists that contain records related to this record.


Actions

Available actions, subject to permissions, are:

Action Description
“EDIT” Button Edits this record.
“CREATE CREDIT” Button Creates a Credit attached to this Customer.
“CREATE MANDATE” Button Creates a Mandate attached to this Customer.
“SEND WEBHOOK” Button Will send out a Webhook - if a “Portal” “Bank Account” “Read” Webhook Subscription has been setup.
“PAYMENT WIZARD” Button Starts the Payment wizard.


Field Description
“File Submission” If this record was created by the File Submission process then a clickable link to that File Submission Detail will be displayed in this field.


Mandates

Clicking on the AUDDIS reference will take you to the Record Detail of that Mandate.

Credits

Clicking on the Credit ID will take you to the Record Detail of that Credit.

Emails

Webhooks

Clicking on the View link will take you to the Record Detail of that Webhook.

History

  • Last modified: 2021/07/27 15:29