I’m new to manager and am setting up all the details to customise my invoice to send to my customers. Can you please let me know how to add payments information like Bank details, chi payable to, onto the invoice?

Here are the basics: In the left navigation pane, click on Settings. When the window appears, look to see if Sales Invoice Template icon shows. If not, click at the top on Customize. Otherwise, jump to #4 below. Check box for Sales Invoice Template. Click Update at the bottom. Back in the Settings…

I’ve been trying to load the bank details and have been trying to follow your instructions but I cant even find the sales template. if you can maybe show some screen grabs. if possible thank you.

I’m trying to simplify user interface a bit and sales invoice template option under Settings is not available for new businesses. The reason is that everything what this module does is available elsewhere as well so it was seen as unnecessary duplication of functionality. For example, you can add b…

Yes true makes sense, I’m using that function but what it is doing is when type it in the set default tab the spacing is fine and soon as I create invoice and preview or print its all squashed together again. for instance Bank: … account: … branch: … where as I would like it to be Bank: …

okay I see even after I submit the lines does back to colons, not sure if I’m making sense.

HTML collapses white spaces by default. Use instead of space characters. For example: Bank: Name Should be entered as: Bank: Name If you don’t want space characters to be collapsed.

I am new to Manager. I can insert the bank details on Manager 16.1.0 but it appears below the “terms and conditions” of the invoice. I want to insert it to the right of the “terms and condition” How do I go about doing that?

It sounds like you put the banking details into Notes field. You cannot control where this appears in the horizontal dimension. However, you can add it under Settings >> Business Details and it will appear in the upper right area under your contact information. Your other alternative is to build yo…

Thank you Tut. I will try and build a custom template

Adding bank account details to an invoice

Printingguys April 2, 2015, 12:03pm 8

It works perfect, Thanks I will definitely be recommending this program.

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Adding bank account details to an invoice

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