New Customer - Information
The New Customer – Information page is the first in a series of pages that you must complete to supply the information necessary to create a new customer record. Provide information in all required fields to create a new customer.
- To create a new customer, enter all required user information (indicated by an asterisk (*)), noting the following:
- The value you enter for Customer ID must uniquely identify this customer (Customer UIDs must be unique for each bank).
- If configured, select an appropriate customer type.
- Enter the new Customer name.
- If configured, enter a Billing Account Number and select a Billing System name from the drop-down menu. (If a choice of "None" is available, a billing system is optional. Conversely, if the "None" option is not available, you must select a billing system.)
- Enter the customer's business address, using up to 128 characters in each line. Address Line 1 is required and is typically used for street name and number. Address Line 2 is optional, but can be used for unit or apartment number.
- Enter the city name, using up to 128 characters.
- Choose the country name from the drop-down menu.
- Choose the province from the drop-down menu.
Note: The drop-down menus may present an "Other" option that allows you to enter your own data in the adjacent data entry box.
- Enter the mail code (use up to 10 characters for a postal code).
- Optionally, enter up to 256 characters describing supplemental customer information in the Other field.
- Select the deposit types that will be permitted for this customer.
- Select the default deposit type for this customer.
- Choose one or more of the available clearing channels for this customer.
Note: If you enable either ACH deposit type, you must also fill in the additional ACH fields for Company identification and Company names.
- When you have finished entering all required customer information, click the Next button to proceed to the next customer creation step.