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March 7, 2024
Question

How do i change my invoice?

  • March 7, 2024
  • 1 reply
  • 0 views
I have my banking details on bottom of invoice but i have changed accounts. How do i edit my invoice?

1 reply

March 7, 2024

I'll help you change the banking details in your invoice, @pat108

 

To edit the banking details on your invoice, you'll need to make changes to the template you're using for that specific transaction. Below are the steps to guide you:

 

  1. Go to Settings and select Custom form styles.
  2. Locate the invoice template, and select Edit from the Action column.
  3. Select Add your EFT details. Note: It is only possible to add your bank details to the Airy new invoice template. If you can’t see this option, select Change up the template to update your template to Airy New.
  4. Enter your payment details and select Done.

 

Here is an article you can refer to for the detailed steps: Adding bank details to your invoices

 

In addition, here are some articles to help you manage invoice payments and keep track of transactions you've entered inside the program:

 

 

We are always here to assist you with managing your customer invoices and statements in the program.