Make payments from MYCRM

Connected Banking with ICICI

To improve ease of doing business and to stay ahead in new digital world, banks are becoming more open and allowing customers to transact with them through various channels.ICICI Connected Banking is one such initiative of that allows secure and seamless integration of ICICI core banking functions with the customers CRM and accounting software. By integrating MYCRM with ICICI bank current account, a range of core accounting functions like bank account reconciliation, NEFT/RTGS/IMPS payments and account balance checks can be made more easy, automated and secure.

Using ICICI Connected Banking, you can access the following functionalities from MYCRM after integration:

  • Send RTGS / NEFT / IMPS
  • Check Account Balance
  • Sync Bank Account Statement

How it configure in MYCRM ?

ADDAccount Details

  • Enter the user details and Save
  • Register Connected Banking To register user details in connected banking.
  • Unregister Connected Banking To unregister user from connected banking.

USER DETAILS

Make Payment Details Supplier

  • Select Bill No, Contact Name
  • Select Payment Mode, Bank Name
  • Select Acc No, Payee Name, IFSC Code.
    (Already created in Account connected banking)

Input the Supplier Bank Account Details in Masters Suppliers/Customers

How to Pay your bill through MYCRM ?

ADD SUPPLIER

  • Select Supplier Company Name , Bill No, Bill Date and Bill Details from the listing at the left side.
  • Input the amount to pay.
  • Select payment method as bank.
  • Select bank name from the listing at the left side.
  • Click on Submit.

Check your current balance and generate OTP for bill payment