Invoice is not showing direct payment details

Invoice is not showing direct payment details

Invoice is not showing direct payment details

Direct Payment Details (i.e. BSB and Account) appearing on a printed Invoice

Step 1. Check account details are set up

  • Ensure that the account details are set up within the EFT settings
  • Click on the  Setup  >  Settings  menu option
 

Step 2. Saving Bank details

  • Click on the  EFT  tab
  • Enter all banking details
  • Click on the  OK  button to save
 

Step 3. Select Banks Tab

  • Click on the  Chart  toolbar icon
  • Click on the  Banks  tab
 

Step 4. Select the bank

  • Select the bank in which you wish to enter the payment, so that it is highlighted blue
  • Click  Edit  at the bottom of the screen
 

Step 5. Input correct bank information

  • Fill in all relevant BSB and account information
  • Click on the  OK  button
 

Step 6. Select Invoice to Produce a Template

  • Click on the  Debtor  toolbar icon
  • Select the invoice you wish to produce
  • Click on the  Edit  button 
  • Then select the  Invoice Template
 

Step 7. Select + button to Add

If there is only one option within the invoice template screen click on the  +  button

Step 8. Select add a Layout

In the  Setup Debtors Invoices  window, click on the  Add a layout  button
 

Step 9. Add Layout Template

Add all the layout template options in the add a layout screen that are relevant to your computer
Note:  you do not need to add Mac layouts to a PC.
  1. Select the invoice layout
  2. Click on the Open button

  Step 10. Select Relevant Layout  

  • Select the most relevant layout option for you
  • Click on the  Print  button
  • You can print each layout and decide which one you prefer. Some do not have the BSB and account numbers on them, while others do.


Article ID 1454