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January 29, 2020
Question

I am looking to raise our first invoice to a customer. 2 questions - how do I record if we are offering a discount to the service provided - how do I input bank details

  • January 29, 2020
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1 reply

January 29, 2020

Hello Andy-Bate,

 

The way in which you can put your ban details in so it shows on the invoices when you print/preview it before sending to the customer so you can see, is in customer form styles so it is

 

cog wheel> custom form styles>click on edit on the invoice you want to us such as the master template> content>click bottom section of page> in the Add payment details and footer box you can put your bank details in there and it will show on the invoice for your customers when you send them out via email. 

 

For how to put a discount on you have two options you can either just put the discount in the description of the invoices or if you go to the cog wheel>account and settings>sales>sales form content in there you can turn on the option for discount. when you got to an invoice it will show a section to put the discount on.