Instead of manually entering a partner's financial information for every new charge you have in XTRF, you can simply create an entry which contains all the relevant details and select it whenever a payment method is necessary.
The Tabs of the Payment Method Window
Main Data - Payment Method Window
In the Main Data tab you enter a payment method's primary information, such as how a payment will be made or received, the individual associated with the payment and a unique name for the method itself (e.g. “Joseph's PayPal Account”).
Bank Account - Payment Method Window
The Bank Account tab is where you enter the specific details of a partner's bank account.
Bank Account 2 - Payment Method Window
In this tab you can enter information relevant to an individual who holds an Italian bank account.
Intermediary Account Data - Payment Method Window
Here you can enter the details of the bank which serves as the medium for you and your partner in international payment transfers.
Custom Fields - Create Payment Method Window
Some payment types may contain unique information which require fields that are currently missing from the system. Therefore, in Configuration you can create custom fields for a specific data type.
