Forum Discussion

waterwide's avatar
2 years ago

Adding multiple direct deposit bank details

Hi Team!

 

I want to add another direct deposit bank detail on invoice but when I try to create a new template,

i can only bring all information from my business profile, not edit via like google spreadsheet or documents.

 

I would like to create a new template for just a certain customer who require to make a payment to different bank details.

 

 

  • Hi waterwide 

     

    While MYOB Business allows the user to modify their templates and potentially have a second style template set up, this is based on the current information in the system.


    For example, if you have selected to include the Direct deposit information from the Sales settings, when you generate the email/printed copy of the invoice it will include those listed details at the time.

     

    If you have multiple bank accounts required to be added to your invoices it would be a matter of changing to direct deposit information each time the invoice copy is generated to have the appropriate banking information.