When opening new accounts an Agent should be aware that BOC's preferred method of payment is Direct Debit. If a customer does not wish to sign up to Direct Debit then the agent may wish to take a trade deposit. For current rulings/regulations please contact your Agent Support Team.

On the initial screen you will need to enter the customer number or if customer number is not known you will need to perform a search.

When you have the customer account number entered into this screen please click on the 'GO' button.

Customer Number : This will copy across from the initial screen. You should confirm that the name is correct for the customer that you are processing.

Date of Issue: This will default to todays date.
Date of Refund: This date will be 12 months later.

Amount: You should enter the necessary amount details in this field. (For current regulations please contact your Agent Support Team).

Payment Type:

If Cash - click into the 'Cash' radio button and click on the submit button.

If Cheque - click into the 'Cheque' radio button.
You will then see extra fields appear for completion. You must enter the relevant details before clicking on the submit button.

You will then receive a message to say that the 'Payment Successfully Created'.

You must now print two copies of the 'Trade Deposit' document.

Click on the 'Print Docket' button. A PDF document will open up with all of the detail. Please click on the 'printer' icon. The print options box will now appear and from here you can amend the number of copies to 2. Now select OK.

Once you have finished with the PDF file you can close by clicking on the X in the top right hand corner.

Selecting the 'Close' button will return you to the PartnerNet home page.