Banking Details on Invoice

Question

I would appreciate it if anyone could provide me with a step by step guide to adding my bank details to an invoice ....

Genreve_S · Answer

Hi @DR63,

When you create and save customised forms, they are directly added to the list of forms you can choose from. This list is accessible when printing or sending your invoices.

If you need to migrate your forms from one business to another, you can refer to this guide for the process. This should help you with the steps to move your customised forms successfully.

Regards,

Genreve

DR63 · Answer

Thanks Earl ...

Next step

I have saved amended invoice and named it.

Now ... Cannot find it to actaully use it

When I am asked to browse where would it have been saved to ?

Have you got steps to import this into existing system

My experience doesn't line up with the tutorial video.

Regards,

DR63

Earl_HD · Answer

Hi @DR63,

To customize an invoice in AccountRight, navigate to the Setup menu and choose Customise Forms. The Customise Forms window appears. Click the Invoices tab on the left side. Select the invoice form you want to use, then click Customise. Customize the form to suit your needs and click Save when finished. For detailed instructions, please see this Adding direct deposit bank details to invoices.

I hope this helps!

Regards,
Earl