editing 'payment advice' section on invoices

Question asked by Sue Stone 9 years ago

Hi all - very new to this and am struggling somewhat! Just generated my first invoice, but it seems to automatically include a tear-off slip at the bottom with details of how to pay by cheque - can this be removed as it's not something that I want on there really....thank you in advance...Sue

2 Replies

Hi Sue

To remove the payments by cheque details from invoices you can do the following:

  1. Head to Money > Bank accounts and click on the Edit icon beside the bank account that you use to receive money on invoices. Remove the text from the Cheques payable to field and the Payable to address field.

  2. You will also need to create a new invoice theme on the Settings > Invoices themes > Create tab. Here you can edit the Payment Advice text to remove the default text referring to Cheque payments.

When you create/edit an invoice, make sure to update with the new invoice theme you have created and to use the appropriate payment account. You can set the default payment account on the Settings > Invoice themes > Preferences if you haven't already done so.

I hope this helps.

All the best,

Mia

Reply to this question

Attach images by dragging and dropping or upload
 

Your comments will be public and can be answered by anyone in the Clear Books community.

Find out what we do and who we are