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How to add the bank account that's already been created and linked to a customer? I can only see it

edited Sep 26, 2025 8:25AM in Receivables & Collections

Summary:


Can't find the external bank account that i have created in the payment instruments section in Manage customers page . But I can see it's linked when i try to add one payment instrument . All of em are created using SOAP web services . FYI : I did not create a payee . Do I have to create one?

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