How to change your banking details
Each space has its own banking details which will be displayed on your invoices so that your clients can pay via EFT. Editing banking details is simple
Steps to follow
To update your banking details:
- From the desktop app, in the sidebar, under settings, click on "spaces"
- For the relevant space, scroll to the section titled "Invoice details"
- Click on the edit button in that block
- In the subsequent form, update your banking details and click "save"
Your banking details have now been updated and will reflect on new invoices
Important: These changes will only apply to new invoices. Existing invoices will not be updated.
If you would like to edit the banking details on a specific invoice:
- Find the invoice you want to edit, click on the three dots to pull up the standard invoice options, click "edit invoice"
- On the edit page, scroll to the bottom, here you can edit the banking details for this specific invoice.
- Click save to apply your changes