Add my BACS details at the bottom of our Invoices
Steps to add BACS payment information to Invoices
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Learn how to add your business details to the footer of your Invoices so that your customers have easy access to make payments
Do you need to make sure your customers know how to pay you by BACS? This guide shows you how to add your BACS details to the bottom of your Invoices, so they’re clear and easy to find when the Invoice is sent out!
This page will walk you through the steps to edit your Invoice Footer to include your BACS payment details.
Please Note
This process is only available to Users with Super Administrator platform access.
Update your Invoice footer
Follow these steps to add your BACS payment details to your Invoice footer
Open the ‘Administration’ menu from the Profile options at the top-right of your platform
This will open the Administration menu
Open the ‘Account Finance Options’ menu option to access the page where you can manage your Invoice and Payment settings
This will open the Account Finance Options form. This page allows you to manage your Invoice and Payment settings
Check that the ‘Active Account’ is the correct Training Provider
Click the ‘Edit Content’ button underneath the Invoice Footer Text box
This will open the ‘Text Editor’ pop-up box
Add the BAC details required
Click the ‘Submit’ button at the bottom of the pop-up
Scroll down the page and click the ‘Update’ button
Click the ‘OK' button
From the Main Navigation Menu, go to ‘Finance’ and then ‘Invoices’
This will open the Invoice DataGrid
Select and Invoice, right click and select ‘View’ from the context menu
This will show you a view of the Invoice with the added footer
If you need to make any changes to the Invoice footer, follow steps 1-14 again to make any changes
FAQs
Can I add extra information into my footer?
Who can change these settings?