Default Bank Details

Problem reported by Georgia Gordon 9 years ago

Every time I create an invoice from a sales order it does not use the bank details that I have selected in the customer profile it just always defaults to the our factoring company GBP account, this is a real problem because if I forget to check it the invoice gets sent out with wrong invoice details on it.

4 Replies

Hi Georgina,

I'm not sure that I am understanding your issue correctly. An invoice will always display your bank details as the payment details since this is what the customer needs to know in order to pay you. It won't display the customer's bank details because these are not necessary for payment.

If this is not what you mean, it might be better if you could raise your issue as a Support ticket so that we can look at specific examples in your account.

We have many different bank account that we give out to customers depending on weather they are pro-forma or credit and based on their currency. When I add a new customer I select the correct bank account that customer should pay and then when I create an invoice for that customer instead of automatically populating the invoice with the details I selected specifically for them clearbook automatically defaults to one particular account for everyone so I have to find out what account they need to pay and change it manually when I am creating the invoice.

Ah, I see. The bank you are choosing in the Customer invoice defaults is not being picked up as the default Payment option during invoice creation.

https://s3-eu-west-1.amazonaws.com/uploads-eu.hipchat.com/36185/2561547/v2oh9tFsRXBKntS/upload.png

https://s3-eu-west-1.amazonaws.com/uploads-eu.hipchat.com/36185/2561547/LLGiw6PRvSs3lTq/upload.png

That looks like a bug and I will raise it as such with our Development Team. Thank you for bringing it to our attention.

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