Hi
I'm very new to ABC6 - only installed it yesterday and very impressed already!
I can't work out how to add payment terms and bank details etc onto the bottom of the invoice?
Thanks for your help.
Add payment terms and bank details to invoice
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- Posts: 10
- Joined: Tue Apr 07, 2015 12:09 pm
Re: Add payment terms and bank details to invoice
I assume this is not possible due to having no replies?
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- Site Admin
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- Joined: Tue Dec 04, 2007 5:59 pm
Re: Add payment terms and bank details to invoice
It certainly is possible. Page 62 sort of hints at it but isn't very clear.
When creating an invoice, fill in your terms and bank details in the NOTES or SPECIAL instructions fields on the Invoice Top/Bottom. And then on the Options Tab Page, select use this as default for all customers and click save. (not sure of the exact wording, but it's something like that). Then all future invoices will have those terms and bank details (though you can still change them for an individual customer if you wish).
Hope that's clear, but if not ask again. There are so few questions on this Forum that I don't check it everyday.
When creating an invoice, fill in your terms and bank details in the NOTES or SPECIAL instructions fields on the Invoice Top/Bottom. And then on the Options Tab Page, select use this as default for all customers and click save. (not sure of the exact wording, but it's something like that). Then all future invoices will have those terms and bank details (though you can still change them for an individual customer if you wish).
Hope that's clear, but if not ask again. There are so few questions on this Forum that I don't check it everyday.
(There is no question about ABC that we can't answer :-)
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- Posts: 10
- Joined: Tue Apr 07, 2015 12:09 pm
Re: Add payment terms and bank details to invoice
Ah ha, that should do it.
Thanks!
Thanks!