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Set default bank accounts for your customers

News posted by Matthew Brooks 6 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.

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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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