{"id":4431,"date":"2026-01-10T05:22:53","date_gmt":"2026-01-10T05:22:53","guid":{"rendered":"https:\/\/profitaa.com\/?post_type=docs&#038;p=4431"},"modified":"2026-01-10T05:22:53","modified_gmt":"2026-01-10T05:22:53","password":"","slug":"crm-customer-banking","status":"publish","type":"docs","link":"https:\/\/profitaa.com\/ng\/help\/crm\/crm-customer-banking\/","title":{"rendered":"CRM Customer Banking"},"content":{"rendered":"<p>A feature that works with the Banking module only. It displays the withdrawals and deposits ledger of the Customer. This is not related to transactions or purchases. The Banking module operates same as the traditional banking where Customers can make deposits and withdrawals.<\/p>\n<p>&nbsp;<\/p>\n<p><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone size-full wp-image-31720\" src=\"https:\/\/help.profitaa.com\/wp-content\/uploads\/2025\/12\/profitaa-documentation-Screenshot-2025-12-29-095939-401-example.png\" sizes=\"(max-width: 958px) 100vw, 958px\" srcset=\"https:\/\/help.profitaa.com\/wp-content\/uploads\/2025\/12\/profitaa-documentation-Screenshot-2025-12-29-095939-401-example.png 958w, https:\/\/help.profitaa.com\/wp-content\/uploads\/2025\/12\/profitaa-documentation-Screenshot-2025-12-29-095939-401-example-300x244.png 300w, https:\/\/help.profitaa.com\/wp-content\/uploads\/2025\/12\/profitaa-documentation-Screenshot-2025-12-29-095939-401-example-768x625.png 768w\" alt=\"\" width=\"958\" height=\"779\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>This page displays details such as the transaction, date\/time, amount, an entry on the Debit (if it is a withdrawal transaction) or an entry on the Credit (if it is a deposit transaction). These actions (Debit\/Credit) are registered from the Banking module and only appears here on the Customer Banking page as reports. The page could also reflect ROI (returns on investments) paid to the customers, which were instructed to be deposited into their Banking wallet.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>A feature that works with the Banking module only. It displays the withdrawals and deposits ledger of the Customer. This is not related to transactions or purchases. The Banking module operates same as the traditional banking where Customers can make deposits and withdrawals. &nbsp; &nbsp; This page displays details such as the transaction, date\/time, amount, [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[65],"doc_tag":[],"class_list":["post-4431","docs","type-docs","status-publish","hentry","doc_category-crm"],"year_month":"2026-10","word_count":123,"total_views":"3","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Profitaa","author_nicename":"profitaa","author_url":"https:\/\/profitaa.com\/ng\/author\/profitaa\/"},"doc_category_info":[{"term_name":"CRM","term_url":"https:\/\/profitaa.com\/ng\/docs-category\/crm\/"}],"doc_tag_info":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>CRM Customer Banking - Profitaa<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/profitaa.com\/help\/crm\/crm-customer-banking\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"CRM Customer Banking - Profitaa\" \/>\n<meta property=\"og:description\" content=\"A feature that works with the Banking module only. 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