Premier | Create New Banks

Premier | Create New Banks

🔍 Summary

Bank Setup in Premier allows users to allocate bank details to staff members or client records. This is essential for processing Direct Debit payments for memberships, ensuring accurate collection and reporting.

❓ Likely Scenario

A staff member or client does not have bank details assigned for direct debit.
Direct Debit payments are failing due to missing or incorrect bank information.
Users need guidance on creating new bank records in the system.

🛠️ Process Overview

In this process, you’ll configure Bank Details in Premier, create new bank records, and assign them to either staff members or clients to enable secure Direct Debit processing.

✅ Step-by-Step Instructions:

Creating Bank Records
  1. Log into Administrator or Manager
  2. Go to General Menu > Bank Details
  3. Click the Green Plus button to add a new bank
  4. Enter the following details:
  5. Name – Bank name
  6. Reference – Bank sort code
  7. Contact – Name of bank contact
  8. Telephone – Bank phone number
  9. Extension – Extension number (if applicable)
  10. Fax – Fax number
  11. E-mail – Bank email address
  12. Address – Full bank address
  13. Notes – Any relevant notes
  14. Click the Green Tick to save
  15. The bank name and sort code will now appear in the list at the bottom of the screen
Allocating Bank Details to Staff Members
  1. In Administrator or Configuration, go to Staff Setup
  2. Select the relevant staff member
  3. Click the Bank Details tab
  4. Assign the bank from the dropdown list or create a new bank using the steps above
Allocating Bank Details to Members
  1. In Administrator, go to Members Details
  2. Search for the member and select from the list
  3. Click the Additional Details tab
  4. Click the dropdown arrow in the Bank box and select the required bank
  5. If the bank is not listed, click the Green Plus button and follow the steps to create a new bank
  6. Enter the Client’s Account Number
  7. Click the Green Backwards Arrow to return to the main Customisation screen
🧠 Important Note
  1. Ensure all bank details are accurate before allocating to staff or client records to prevent failed Direct Debit transactions
  2. Staff and member bank information must be maintained and updated as required

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