Default bank account for pro formas

Question asked by Laura Turner 1 year ago

Our main current account details always used to appear on the bottom of pro forma invoices automatically (like it does with invoices) but all of a sudden that default isn't operating and we've noticed that we now need to select a bank account every time we create a pro forma. I'm sure people will forget to do this (already happened today - we didn't spot details were missing) and as we have several accounts I'm sure people will accidentally select the wrong account at some point. Does anyone know if there's a way to get the default bank account for pro forms to operate - or why it's stopped?

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4 Replies

Hi Laura,

The default bank details set under Invoice Preferences should appear once you select a contact on the Proforma Invoice creation form.

At current, there is a slight bug when adding a contact on this page which doesn't populate the bank details. For the meantime, you must manually select the bank details if you are adding a customer from this page.

Tommy

Best answer
1 year ago

Hi Tommy - thanks for that. I actually added the customer under contacts tab and then clicked on quote in the customer summary - and it didn't populate the details.

1 year ago

Hi Laura,

In this case, when logged in, could you click Need Help located at the top right and send us a message including your company name so I can take a look?

Tommy

1 year ago

thanks. Have sent a message saying you suggested I contact them. Appreciate the prompt answering.

1 year ago

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