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New Preview Feature: Relevant bank details of invoice displayed on Auto emails

News posted by Tommy Chung 2 years ago

Hi all,

We have recently made some improvements to the auto emails and the relevant bank details displayed.

At current, there are two methods to select the Bank Details to display on an invoice PDF:

1) When creating an invoice, you will have the option to select the bank in the Bank Details to Display dropdown.

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2) Alternatively, you can select the default Bank Details to display by heading to Settings > Configure System > Invoice Themes > Preferences > Default payment details dropdown.

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If auto emails are enabled, the invoice PDF emailed out will show the default bank details selected in method 2, which will override the details selected in method 1.

Our developers have now released a preview of an improved flexibility of this feature, whereby, when using the Auto Email function, the bank details displayed on invoices will default as the bank set in method 2, but will be replaced by the bank selected when creating the invoice. To preview this feature, please head to Preview (at the top left of the page) > Click Preview again for 'Use invoice bank account details on auto invoice emails'.

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