You can define multiple bank accounts in the Lemax system in order to use them when creating financial documents.

Add a new bank account

      1. Choose Options → Settings → Bank accounts from the main menu.
      2. Click the Add button above the table with bank accounts.
      3. The New bank account window will appear.
      4. Enter the necessary fields.

Bank account name – The name of the bank account
Bank name – The name of the bank
Bank address – The address of the bank
SWIFT – The swift code of your bank
Bank account number – Your account number
Currency –
Payment method –

  1. Click OK to save the changes.
    NOTE: If you select corresponding currency or payment method or both, when creating financial documents with bank accounts (offer, invoice and pro forma invoice), appropriate bank account will be automatically preselected. You may use that one or choose another. This option is also used when on line booking financial documents are send to a customer.

Edit or delete a bank account

          1. Choose Options → Settings → Bank accounts from the main menu.
          2. The grid with bank accounts will be displayed.
          3. Find the bank account that you wish to change and click the Edit button in the last column or double click the row.
            NOTE: Click the Delete icon to delete the bank account.
          1. Make changes.
          2. Click OK to save the changes.

Print bank accounts on documents

                1. Edit a reservation.
                2. In the Documents field find a financial document you wish to create (offer, invoice and pro forma invoice) and click the Create button next to it.
                3. Fill in all the necessary fields.
                4. In the Bank accounts field check the bank accounts you wish to have printed out on the document.
                5. Click the Create button to create the document.
                  NOTE: If you select corresponding currency or payment method or both, when creating financial documents with bank accounts (offer, invoice and pro forma invoice), appropriate bank account will be automatically preselected.