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## 3.7.1.1 Add Payment Preference Details

User can add the payment preference details for the loan account.

To add the preference details:

1. On the Payment Preferences screen, perform the search.
2. User can add the preferences details as required in the respective sections.
   - Add Debit Account

   To add debit account:

   1. Click Add Debit Account from the Default debit account section.
      The Add debit account section is displayed.

      Figure 3-84 Add Debit Account

      Description of "Figure 3-84 Add Debit Account"
   2. In the Add debit account section, maintain the required details. For more information on fields, refer to field description table below:

      Table 3-52 Add debit account - Field Description

      Field | Description
      --- | ---
      Type | Select the type of debit account. The options are: Account External Account
      Account Number | Select the account number from the list. Note: This field is displayed, if you select Account option from the Type field.
      Branch | Displays the branch code for the selected account number.
      Currency | Displays the account currency.
      Account Number | Specify the external account number. Note: This field is displayed, if you select the External Account from the Type field.
      Customer Name | Specify the customer name of the external account. Note: This field is displayed, if you select the External Account from the Type field.
      Routing Number | Select the external account's routing number. For more information, refer Routing Number. Note: This field is displayed, if you select the External Account from the Type field.
      Account Type | Select the type for the external account. Note: This field is displayed, if you select the External Account from the Type field.
      Standard Entry Class Code | Select the appropriate code for the standard entry class. The options are: Internet-Initiated/Mobile Entries Telephone Initiated Corporate Credit or Debit Pre-arranged Payment or Deposit Note: This field is displayed, if you select the External Account from the Type field.

      To add routing number:
      1. Click the icon from the Routing Number field.

         The Routing Number section is displayed.

         Figure 3-85 Routing Number

         Description of "Figure 3-85 Routing Number"
      2. User can specify the details in the Routing Number or Participant Name fields.
      3. Click Fetch.

         The search details are displayed in the tabular format. User can select

   3. Click Add.
   - Add Credit Account

   To add credit account:

   1. Click Add credit Account from the Default credit account section.
      The Add credit account section is displayed.

      Figure 3-86 Add Credit Account

      Description of "Figure 3-86 Add Credit Account"
   2. In the Add credit account section, maintain the required details. For more information on fields, refer to field description table below:

      Table 3-53 Add credit account – Field Description

      Field | Description
      --- | ---
      Select Account | Click the icon and select the credit account number or specify the account number.
      Branch | Displays the branch code for the selected account number.
      Currency | Displays the account currency.

   3. Click Add.
   - Auto Payment Window

   To add new auto payment:

   1. Click Add New from the Auto payment window section.
      The Add auto payment section is displayed.

      Figure 3-87 Add Auto Payment

      Description of "Figure 3-87 Add Auto Payment"
   2. In the Add auto payment section, maintain the required details. For more information on fields, refer to field description table below:

      Table 3-54 Add Auto Payment – Field Description

      Field | Description
      --- | ---
      Start Date | Select the start date for the auto payment.
      End Date | Select the end date for the auto payment.

   3. Click Add.

Parent topic: Payment Preferences