Thank you for using the English version of the JTL-Guide!
We are currently still building up the English documentation; not all sections have been translated yet. Please note that there may still be German screenshots or links to German pages even on pages that have already been translated. This guide mostly addresses English speaking users in Germany.
We are currently still building up the English documentation; not all sections have been translated yet. Please note that there may still be German screenshots or links to German pages even on pages that have already been translated. This guide mostly addresses English speaking users in Germany.
Note: On 1 September 2024, JTL introduced new editions that bundle most of the previous individual services into different packages. In order for you to continue working as smoothly as possible, existing customers were automatically switched to the package configuration that best matched their existing contract. The individual packages differ in terms of limitations and/or range of functions. Therefore, some of the features described in the JTL-Guide may not be available to you as part of your booked JTL edition. You can change your package configuration in your JTL customer account. Find out more about the new editions and packages here. Check our FAQ for frequently asked questions about the product editions.
Saving payment data and bank accounts
Your task/initial situation
In order to be able to use the SEPA functionality of JTL-Wawi and to automatically make debits, you want to store account details for a customer.
Entering bank accounts/credit card information
In JTL-Wawi you can add several different bank accounts and credit card information for each customer. Depending on the selected payment method, the stored data is displayed in the Payment info field in sales orders and invoices.
- Click on the Customers icon to go to the customer overview in JTL-Wawi.
- Find the customer you want to edit in the list or via the search and filter functions.
- Double-click on the desired customer master data in the customer overview.
- Switch to the Bank accounts tab. In this area you can see the already saved bank accounts of the customer.
- Click Add. The Adding and editing bank account information dialogue box opens.
- Enter the new account details or credit card details and click Apply. The bank account is saved and the view returns to the customer master data.
- Close the customer master data by clicking Save. The new bank account is now saved.
