Set up your Default Invoice Banking Details

Set up your Default Invoice Banking Details

This guide will show you how to set up your default Invoice Banking details. You can also change your Settlement Statement default invoice settings in this same section.
  1. Click on the Settings cog in the top right of your database.

  1. Click on Agencies & Offices (under the Company header).
  2. Click on your Agency name or the view magnifying glass on the right.
  3. You will now see your Office(s) at the bottom of the page.
  4. Click on the edit pen on the right of the Office.
  1. Click into the Invoices tab on the left.

  1. The software will by default have pre-filled the details in the form using the office information you have entered. Should you wish to edit these just tick the box to Customise and more fields will then appear. If you have more than one Office you can add in different Invoice details by clicking into edit for each of the Offices individually.
  2. Complete the default invoice due date along with GST details.
  3. Enter your BSB, Account Number and any other payment details in the Payment Details Section.

  1. If you have different payment details/instructions for your Settlement Statements, tick the Customise box as below and enter the details.
  2. Click Save in the checklist on the right once complete.