How can I find and add bank account details to debtor?

Search for the consumer or business you wish to register a file against. >>How to search for a debtor

In the primary profile page of the individual or business, you need to select the orange piggy bank located at the bottom right hand corner of the personal information data card.

CollectIC Bank Data Card

A pop-up window will appear that shows all bank account details allocated to this specific profile.

CollectIC Bank data cards 1

If you wish to add new bank account details, click + Add bank number.

CollectIC Bank data card 2

Add the IBAN number and the account holders name.


Click Save.

CollectIC Bank data cards 3

If you wish to make the new bank account the primary, simply click the Make primary bank number.


This will push the new account to the top and set as the primary bank account for this profile.