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

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  • Updated 3 years ago
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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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Jason Lingard

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Posted 4 years ago

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Leon LEE, Alum

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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
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Royroy

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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?
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Qwerty

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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.
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Royroy

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thanks, I'd missed the cog part :)

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