Banking Details & Disclaimer Sets

Various sets of Banking Details, and Disclaimers can be created.

Banking Details Sets

• Set on Settings -> Banking Details.
• 6 Sets of Banking Details can be created.
• If more than one set is present you will be able to select which set to display on each document type.

1. Click on Settings in the Menu.
2. Click on the Banking Details tab.
3. Enter a Banking Header.  It will show as a header above the actual details.
4. Enter Banking Details.  Currently up to 5 lines of text is supported.
5. Click Save Changes at the bottom of the page.

Document Disclaimer Sets

• Set on Settings -> Disclaimers
• A general disclaimer is the fallback disclaimer if a disclaimer is not created for a document type.
• Specific Disclaimer Sets can be created for Invoices (applies to Recurring Invoices as well), Pro-Forma Invoices (applies to Recurring Pro-Forma Invoices as well), Credit Notes, Quotes, Estimates, Delivery Notes, & Payouts.

1. Click on Settings in the Menu.
2. Click on the Disclaimers tab.
3. Scroll to the required Document Type section.
4. Enter Disclaimer Header & Disclaimer as required.
5. Click Save Changes at the bottom of the page.

Note that you can only select which set of Banking Details, & which set of Document Disclaimer to use if more than one set is specified.  If you have a single Disclaimer set, it will be used by default.

Updated: Fri, 13 November 2015