Payment Options listed on some Customer Account statements

Question asked by Nadia Akhtar 8 years ago

Hi,

When producing PDF customer account statements I have noticed that some customer accounts list a payment option of Cheque. As shown below,

PAYMENT OPTIONS When paying by cheque please enter the amount below, detach the Payment Advice and post with cheque.

This does not appear on all accounts - How do I stop this showing on customer accounts? We do not encourage payment by cheque?

Please help.

Regards Nadia

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2 Replies

Hi Nadia,

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.

Best answer
8 years ago

Hi John,

Thank you for the prompt response.

I will give it a go.

Many thanks Nadia

8 years ago

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