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.


Available actions, subject to permissions, are:

Action Description
“EDIT” Button Edits this record.
“CREATE INVOICE” Button Creates an Invoice attached to this Customer.
“CREATE BANK ACCOUNT” Button Creates a Bank Account attached to this Customer.
“SEND WEBHOOK” Button Will send out a Webhook - if a “Portal” “Customer Account” “Read” Webhook Subscription has been setup.
“PAYMENT WIZARD” Button Starts the Payment Wizard.

Bank Accounts

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


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



  • Last modified: 2021/09/24 12:35