Bank Account details on Invoice Templates

Overview

We have introduced a new option in templates where you can enter your default bank account details. Each template can have a different default bank account; this is useful where you have different business entities within a single business with different bank accounts.

 

To access Bank Account Details through Templates select Settings» Invoice / Print Templates» Print Templates and the following screen will appear.

 

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Select the hyperlink ‘Bank Account Details’ and the following screen will appear. Enter the appropriate information in the Bank Account Details pop up.

 

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When you go to the preview from the template the bank details will appear under the remittance section as shown below.

 

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