There are two ways to add/change payment details:
- In the settings section
- As part of the process of sending an invoice
Changes made in settings will be universal and will apply to ALL future invoices while changes made as part of the process of sending an invoice will only apply to that invoice.
Any change is not retrospective, it will not reflect on past invoices, i.e. invoices sent or created before the change.
Add/change payment details in Settings
1) Go to Settings > Payments
2) Add/change information in Your bank details
3) Click Save
The change will now be reflected in all future invoices.
Add/change payment details as part of the process of sending an invoice
1) Create a new invoice
or open an existing draft invoice from the main Invoices section.
2) Add/change information in Your payment details
3) Click out of the section to save the changes
This change is only for the invoice created and will not be reflected in future invoices.
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