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How do I change Default Bank

Question asked by Mark Neil Robinson 6 years ago

A Client has changed bank account and its name. Payments etc always default to the old account. Can I cahange the setting

1 Reply

Hi Mark,

Head to Settings > Invoices > Preferences and make sure the appropriate bank account is selected in the Default Payment Details drop down list. Once complete head to Money > Bank accounts and click on the edit icon beside the appropriate bank account name. Update the details as appropriate and save.

If you have created any invoices which are still not showing the bank payment details, head to Sales > Invoices > Unpaid and click on the invoice number. Hit the Edit button and scroll down to update the Payment account drop down list.

If you have any problems just let me know.

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