How to add Payment details for Invoices

Hi Nick,

Currently there is an issue with the invoice package as you cannot have bank accounts listed on there. However, this is a known issue and something we are working to resolve.

In the meantime, to add your bank details to your invoices there are a couple of things you have to do.

Firstly, please use this link by pasting it into the address bar when you are signed in: https://secure.clearbooks.co.uk/nickbarnetttrainingconsultancy/accounting/banking/edit/?bank_id=1 this will allow you to add a bank account and put the details in.

Please then go to Money > Bank Accounts > Edit the Account > Edit Comprehensive Details and fill in the details in the Customer Bank Details section > Click Save.

Then make your invoice as usual, but at the bottom you will see there is a drop-down called Payment Account. Please select the correct bank.

This will then ensure that your bank details appear on the invoices you create.

If you need anything further, please let me know.

Many Thanks

Chris