Adding invoice payment details

Beth_8703671 Member Posts: 2
edited September 2018 in Reckon One
In Reckon One I have gone into manage invoice templates to amend the payment details of all the invoices I create. Can you please let me know where I need to be adding this information so I dont need to add it everytime manually.


  • Marina Ward
    Marina Ward Member Posts: 4
    edited December 2016
    Create. A text box that you place where you want it to appear on the invoice, add the bank details in the box with your choice of font and size and save.
  • Qwerty
    Qwerty Member Posts: 261
    edited March 2017
    07/12/2016 Hi Beth, To setup default invoice payment details in Reckon One read this thread I believe Marina's reply relates to the Reckon Accounts application which is seperate to the Reckon One application.