Can't find where to edit the Payment Instructions field in Invoices

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JasonLingard
JasonLingard Member Posts: 2 Novice Member Novice Member
edited October 2024 in Reckon One
Since the Reckon One re-design, I just can't seem to find where to edit my Payment Instructions field for my invoices. Can someone please help?

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  • Leon LEE
    Leon LEE Reckon Alumni Posts: 9 Former Reckon Staff Member Former Reckon Staff
    edited September 2016
    Hi Jason,

    Are you refering to the "How to pay" field on the invoice template? If so, please try the following:

    Settings > Day to Day > Money In > Invoices (Click on the down arrow key) > Payment Details
  • Royroy
    Royroy Member Posts: 3 Novice Member Novice Member
    edited July 2017
    Hi, I'm struggling with setting default payment details so I don't have to paste it in every time. Thought this would be pretty simple. Am I missing something?
  • Qwerty
    Qwerty Member Posts: 208 Novice Member Novice Member
    edited July 2017
    03/07/17 Hi Royroy, Click the cog icon in the top right > Settings > Day to Day > Money In > Invoices (Click on the down arrow key) > Payment Details.
  • Royroy
    Royroy Member Posts: 3 Novice Member Novice Member
    edited July 2017
    thanks, I'd missed the cog part :)
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