The title of this thread has been edited from the original: BANK ACCOUNT AND CLIENTS LIST
I can not get the clients list to appear in the app and I can not associate my bank account to charge with a card. How do I do it?
Hi @Quimera - Are you looking for your Customer Directory? If so, you would just need to tap on ☰ in the top left corner of your app and then select Customers. This will show all customers that you've saved. (Please note: Customer profiles are not automatically created upon their first transaction and that you would need to manually create their profiles)
For information on how to link your bank account, we have an article Link and Edit Your Bank Account in our Support Center.
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