I would like to display bank payment details on sales invoices. Previous posts suggest that it be added to the Notes field, however I can’t find the Notes field for the Sales Invoice.?
I’ve checked the Form defaults and there is no Notes field for me to click.
Can you point me in the right direction please?
Fred
You need to create a footer for the sales invoices.
Go to Settings > Footers > Sales Invoices and create the bank details footer
Then in Sales Invoices, go to Form Defaults and make sure you’ve selected the footer you’ve just created.
Ahhh… obviously things have moved on from the other posts about Notes.
I will give this tip a try - not really an intuitive way of getting this info on an invoice.
Many thanks for your prompt response - much appreciated!