Change bank account details on printed Debtor/Customer Invoice.

Change bank account details on printed Debtor/Customer Invoice.

Change bank account details on printed Debtor/Customer Invoice

Changing the  Direct payment details   (BSB and account number) that appear on the Debtor (Customer) invoice templates

Step 1. Select Setting Menu Option  

Click on the  Setup  >  Settings  menu option

Step 2. Change EFT Details

  • Click on the  EFT  tab
  • Change the banking details
  • Click  OK  to save
 

Step 3. Select Default Layout and Print

  • Choose  <Default Layout>  from the  Invoice Template  drop down menu
  • Click on the  Print  button
Note: Direct payments details are not set up to appear on all Invoice Template, e.g.<Old Default Layout>. (Invoice Templates can be selected from the drop down list on the actual invoice you wish to print.)

 

Step 4. Direct payment details are now on invoice

You will now see your direct payment details on the invoice


Article ID 1502