How to Open an Agent Account: Follow these steps in the software
Step :1 Record > Deposits > Deposit Account Opening
Step 2: Enter The A/C Type Agent Accounts.
Step 3: Select the customer ID of the customer for whom this Agent account is to be created.
Step 4: Enter the duration for which you want to open the account, for example, 12 months.
Step 5: Select the period type (e.g., months), and the Scheme ID will be automatically set.
Step 6: After entering all the information, click the ‘Save’ button, and your account will be open.
