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PatHay59
November 1, 2024
Question

Bank details in invoice - part of account number then shows as stars once sent to client.

  • November 1, 2024
  • 1 reply
  • 0 views

When an invoice is generated it looks like this:

  BACS:
  Pay Fred Bloggs
  (Business)
  Starling Bank
  Sort Code: 01-02-03
  Account: 12345678
  Please use invoice number as reference.

 

All above is as it should be - but once it is sent out to the customer, the pdf invoice looks like this:

  BACS:
  Pay Fred Bloggs
  (Business)
  Starling Bank
  Sort Code: 01-02-03
  Account: ****5678
  Please use invoice number as reference.

>> It replaces the first four digits of bank account with ****. so new customers can't make a payment.

I have no idea why that has started to happen all of a sudden. Has anyone had this issue at all?  Be interesting to know why it is happening and how to correct it.  Many thanks.

1 reply

L
LollyNino_C
November 1, 2024

Hello there, @PatHay59. I'm here to provide some details regarding this issue and help point you in the right direction for support.

 

Upon reviewing my resources, I noticed an ongoing investigation regarding the bank details getting encrypted when the invoices are sent and received by the customers. Rest assured, our engineering team is aware of the issue and is working diligently to resolve it.

 

For the latest updates, I recommend contacting our technical support team. You can give them this investigation number (INV-113694) so they can add you to the list of affected users and keep you updated via email.

 

To do that:

 

  1. Sign in to your QuickBooks Online company.
  2. Go to the (?) Help.
  3. Use the search field to enter your inquiry and search for Help articles.
  4. Select Contact Us, then select a topic to connect with the right expert.

 

Make sure to check their support hours for convenience.

 

Additionally, to maintain accurate financial records, check out this article: Record invoice payments in QuickBooks.

 

I'm always around to assist if you have follow-up questions about managing invoices or any other QuickBooks-related concerns. Stay safe!

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