Applying a Direct Debit Profile to an Account

You can apply a Direct Debit profile to an account. This allows you to create a collection based on the select profile(s).

  1. In IRIS Financials, go to MaintenanceAccounts, then select the applicable ledger. For example, SALES.

  2. Select the applicable Account, then select Indices.

  3. Select DDMAIN, then selectEDIT and choose the applicable profile from Values.

  4. Select SAVE.