Add my BACS details at the bottom of our Invoices

Steps to add BACS payment information to Invoices

Related Help Guide Pages

• Invoices Overview

• Account Finance Options Overview

• Change the tax rate applied to Bookings, Purchases and Invoices

• Allow specific customers to be Invoiced instead of having to pay up front

Enabling payment methods

• Enable Invoicing for customers

• Enable Credit Notes for Customers

• Enable logging BACS payments on Invoices

• Enable logging Card payments on Invoices

• Enable logging Cheque payments on Invoices

• Enable logging Cash payments on Invoices

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!

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This page will walk you through the steps to edit your Invoice Footer to include your BACS payment details.

Update your Invoice footer

1. Open the ‘Administration’ menu from the Profile options at the top-right of your platform

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2. This will open the Administration menu

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3. Open the ‘Account Finance Options’ menu option to access the page where you can manage your Invoice and Payment settings

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4. This will open the Account Finance Options form. This page allows you to manage your Invoice and Payment settings

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5. Check that the ‘Active Account’ is the correct Training Provider

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6. Click the ‘Edit Content’ button underneath the Invoice Footer Text box

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7. This will open the ‘Text Editor’ pop-up box

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8. Add the BAC details required

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9. Click the ‘Submit’ button at the bottom of the pop-up

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10. Scroll down the page and click the ‘Update’ button

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11. Click the ‘OK' button

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12. From the Main Navigation Menu, go to ‘Finance’ and then ‘Invoices’

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13. This will open the Invoice DataGrid

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14. Select and Invoice, right click and select ‘View’ from the context menu

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15. This will show you a view of the Invoice with the added footer

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16. 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?