How to change bank details in your existing invoice template on MYOB AccountingRight

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Homebuild
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Cover User
Australia
Homebuild
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How to change bank details in your existing invoice template on MYOB AccountingRight

The "how to pay details" in my existing invoice template needs to be changed as I have changed my bank as well as office address. I have changed the address in the Company Information and the invoice now reflects the new address. However, I can't seem to change the BSB number as well as the address in the How to Pay section at the bottom of the invoice template. Can someone take me through the steps please. I am a novice. Thanks.

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MYOB Moderator Steven_M
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MYOB Moderator
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Steven_M
MYOB Moderator

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Re: How to change bank details in your existing invoice template on MYOB AccountingRight

Hi @Homebuild

 

Welcome to the MYOB Community Forum, I hope you find it a wealth of knowledge

Generally, clients will add banking details to their AccountRight invoices by adding that information to a text box on the customise form. If that has occurred it can be updated via navigating to the required form (Setup>>Customise Forms>>Invoices>>Selecting the Layout and the form>>Customise) and clicking on the required text box to update the information.

 

If you are using PayDirect Online and do need to update that information see Help Article: Editing your bank and business details 

 

Do let us know how you get on and if you require further assistance.


Kind Regards,
Steven
MYOB Client Support
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