Set default bank accounts for your customers

News posted by Matthew Brooks 8 years ago

Implemented: June 2014

A default bank account can now be added for a customer. To do this click on Sales > Customers > All or Add. You will need to edit the contact details and then click on Customer Invoice Defaults on the right hand side.


Choose the bank and then save the customer.

When you go to create a sales invoice for that particular customer, this nominated bank will be chosen instead of the invoice defaults. This is particularly useful for businesses with different bank accounts and multi-currency bank accounts.

2 Replies

This is good, but I also need to set a default currency, is this possible?

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