Invoices - Adding Bank Account Details

This article will assist you with adding your Bank Account details onto your Families Invoices.

Overview

If you are providing the option of Direct to Centre payments for your Families, and this includes EFT, you can add in you Bank Account Details so they show on the Invoices.

Adding Bank Details

To add in your Bank Account Details:

Select the Settings Screen
Select the Payment & Billing Profile Icon

Select Edit

Ensure Direct to Centre is selected
Tick the option of Display bank details in the invoices & statements
Add in:

Account holder name
BSB
Account number

Select Save to save the Bank details

The Bank Details will display at the bottom of the first page of the Invoice.

Updated on: 02/02/2023

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