Please ensure you update your company setting in order to manage proper invoicing as a result of improved functionality in the latest release

 

Company VAT no.

 

Select Company settings from Admin dashboard

 

 

Add your VAT no

 

 

and Save changes

 

 

 

 

 

Text for Credit card payments

 

Custom text to accompany payment links for credit card payment on the invoice.

This is explanatory text only – payment links are added on the invoice screen

 

Under company settings – add your custom text

 

 

Save changes

 

Add banking details

 

It is now possible to have multiple bank accounts specified for payment.

 

Go to the Bank Details section in your admin dashboard

 

 

 

 

And click on Add +

 

 

  1. Add a Name
  2. Select as default if you have more than 1 account – most used option
  3. Enter all the relevant bank information

 

 

Save

 

 

View if multiple accounts are available

 

 

Below find an overview of the new invoice structure