Managing Bank Accounts for Customers

Banks are managed separately after a customer is created.

On the Customer Details Page, you can:

• View all linked bank accounts.

• Add a new bank by clicking “Add Bank”.

• Edit bank details (name, account number, currency).

• Activate/Deactivate a bank account.

• Delete a bank if no longer needed (with confirmation prompt).

Each Bank record includes:

• Bank Name – The name of the financial institution.

• Account Name – The account holder’s name.

• Account Number – Unique account identifier.

• Currency – The currency in which the account operates.

• Status – Active or inactive.

• Created & Updated – Timestamps.