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Remove "cheques payable" from an invoice

Question asked by Tim Beard 8 years ago

We don't want to include "Cheques Payable to:" on the Payment Advice section of our invoices. Is there a way to turn this off?
Thanks.

13 Replies

Hi Tim,

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

  1. Head to Money>Banking 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>Create Theme 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>Invoices>Preferences if you haven't already done so.

    Please let me know if you have any further questions.

    Kind Regards

That does the trick. Great, thanks!
Tim

Is this possible on the invoice monthly subscription. My invoices on the standard template currently says "Cheques payable to Company Ltd" which is worse that useless. I either need to remove or put the actual company name in there. Thanks

Hello Neil,

I've just checked your account and you are using the Invoicing subscription so you don't have a banking area on your account which is where you can update the 'cheques payable to' option. I can however update this information from our side if you would like me to? Would you like me to remove that section from your invoices or put your company name in there?

Thanks,

Michael

Hi Michael

Yes that would be useful.

Many thanks.

Neil

I've just updated your account. Let me know if any further modifications need to be made.

Dear Michael

On reflection I think it would be best to remove all mention of Cheque payment on the invoice.

Would that be possible?

Thank you

Morning Neil,

I've just updated your account so the 'cheques payable to' area shouldn't appear on your invoices anymore.

Hi

I'm still getting this sentence on the cut off section at the bottom of the default invoice

"When paying by cheque please enter the amount below, detach this payment advice slip and enclose with the cheque."

Hi Neil,

This sounds like it is coming from the invoice theme - which invoice theme (Settings>Invoices themes) are you currently using when creating invoices? Are you using one of your own or one of the inbuilt themes?

HI

No I am using the standard default theme. Michael evans said you could change it from your side:

I've just checked your account and you are using the Invoicing subscription so you don't have a banking area on your account which is where you can update the 'cheques payable to' option. I can however update this information from our side if you would like me to? Would you like me to remove that section from your invoices or put your company name in there?

Michael was explaining how to remove the cheques payable to address and cheques payable name. For the actual text - it will probably be best to create a new invoice theme on the Settings>Invoices themes. When creating the theme you can edit the payment advice text box below and remove the 'When paying by cheque ' bit. You can also add a logo and set any other settings if needed before saving at the bottom.

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Once this is done you can apply this theme to all invoices and set it as the default from the invoice theme overview menu

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