Navigation:  Simplicity Training > Simplicity Training Videos > Clients > Update information : Financials / DebiCheck

This video will show the user how to set up the Financials and using DebiCheck in Simplicity.

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·Click on the the play button to play the video.

v Looking to capture or update the financial information of your client? Have a look at this informative training video in order to see how to alter the Collection type, bank details, debit day and more.

 

v If you've had a look at our Financials training video but would like to know how to use the DebiCheck feature in it's entirety, take a look at this great training video on how to setup DebiCheck for a client as well as how to upload mandates to the PDA.

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