Forum Discussion

Debrae0808's avatar
Debrae0808
Experienced User
2 years ago

Bank Details on Invoice

I'd appreciate help in where and how to enter my bank details so they print on our invoices please.

 

I've tried to edit the template and use "notes" but can't enter into the field for some reason.

  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator
    2 years ago

    Hi Debrae0808 

    Thank you so much for your post. To add your Bank Details on Invoice/
      - Customise the invoice template, add a Text field and enter your bank details.

      - Utilise another field on the invoice, for example, there is a 'Comment' field when entering invoices, which allows free text. 

      - Set it up in the default invoice message when emailing invoices, you can access the settings via Sales > Print/Email Invoices > To be Emailed > Email Defaults.

      - Set up Online Payment via Setup > Preference > Emailing, where your customers can pay online directly after viewing the invoices. 

    Please do let me know how you go on this.
    Regards,
    Earl

    • Debrae0808's avatar
      Debrae0808
      Experienced User
      2 years ago

      Hi Earl

       

      I need step by step instructions of where to add to in MYOB business.   You seem to have given for AccountRight.  Please advise further.

      • Debrae0808's avatar
        Debrae0808
        Experienced User
        2 years ago

        Hi Earl

         

        i was helped via Teamviewer by MYOB's Kishora today.  

        The answer is:   

        Click on business name in top right corner

        Sales Settings

        Payments tab

        Tick allow payments by direct deposit

        enter your bank details

        This now prints on invoices

         

        MYOB Business -  Cannot edit invoice template.     Its disappointing.

         

    • lspa's avatar
      lspa
      Experienced User
      2 years ago

      Earl_HD in MYOB business how may I add my business PayID information? Having it in invoice notes isn't the solution, just a 'quick fix'. It needs to be included with the BSB & account number information. Can MYOB make this happen, NPP has been in use since 2018!...

      • Earl_HD's avatar
        Earl_HD
        MYOB Moderator
        2 years ago

        Hi lspa 

        Thank you so much for your post. We are aware of the PayID system available to clients by their bank and other providers. We already submitted this request to the corporate department and we'll be posting an update once this feature will be available.

        Regards,
        Earl