Deposit payment details on quotes

Question

I need to put deposit details on our quotes, ie bank details for 50% deposit. How do I do this?

Jemar_C · Answer

Hi SC8,

I understand that you are using the MYOB Business lite and would like to add bank details. Please check this helpful article as it has detailed information on how you may add the bank details.

Feel free to write a post if you need further assistance.

Cheers,

Jem

SC8 · Answer

Hi Earl

I am using Business Lite and it appears that you can only add bank details to an invoice or statement-not a quote

Earl_HD · Answer

Hi @amhomeglass,

Thanks for your post. Yes, you can follow the same process to customize the invoice form. For detailed information, please refer to this help article Adding direct deposit bank details to invoices. Remember to choose the correct form for customization.

Feel free to post again, we're happy to help!

If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

Regards,
Earl