| | The Customer record Bank tab |
| Description | You can use the Bank tab to enter the customer bank details on their record, meaning their information is to hand for when you need to process refunds. Most of the information is for reference only, and is not used automatically when processing transactions. Let's take a look. |
| Resolution | Access a customer record - On the navigation bar click Customers, then click New or double-click the required customer record. Read more >
 TIP: To create a new customer record based on an existing one, from the list view select the customer, then click Duplicate.
Find out more about the customer record > Customer record Bank tab | Bank Details | | Bank Name | The name of the customer's bank. | | Address and Post Code | The address and postcode of the customer's bank. | | Account Name | The name of the customer's bank account. Used for reporting purposes only. | | Sort Code | The customer's bank sort code. Used for reporting purposes only. | | Account Number | The customer's bank account number. Used for reporting purposes only. | | Payment Details | | BACS/SEPA Ref | The customer's BACS/SEPA reference. | | IBAN | The customer's International Bank Account Number (IBAN), if required. | | BIC/Swift | The BIC number or swift code for this customer's bank account, if required. | | Roll Number | The customer's roll number. An additional reference used by some building societies. | | Additional Ref | An additional reference, if required. Used for reporting purposes only. | | Payment Method | The preferred payment method agreed with this customer. Used for reporting purposes only. | | Online Receipts | Select this check box if you deal with this customer electronically. | Direct Debit Manager
| | Mandate Ref | If this customer record is linked to GoCardless, this shows the Direct Debit mandate reference. | Mandate ID
| If this customer record is linked to GoCardless, this shows the customer's Direct Debit mandate ID. | Next possible charge date
| The next date a Direct Debit request can be made.
| Last updated
| The last time the customer mandate was updated.
| Delink Mandate Ref
| If you've a customer you no longer want to request payments from, or the wrong mandate ID is linked to the customer record, use this option to delink them from GoCardless. This does not cancel the mandate. | [BCB:119:Limitless - 50 Accounts - Customers:ECB] |
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