How to add/amend payment details on credit sales invoices

Introduction

This will give you a brief walk-through on how to add or update the payment details displayed on credit sales invoices.

Where to Add/Update your payment details

When signed in as a Head Office user, select Outlets - Set Up.

When presented with the Set Up screen, navigate down to the Company area and click on Terms & Conditions.

How to Update your Banking Details

When you have successfully navigated to the terms and conditions, you can then select an outlet fom the dropdown, then click on continue. This can be any outlet as changes can be applied to all outlets, so this is not particular important unless you are looking to make changes to an individual site outlet.

1. You can then edit any existing T&C’s created by clicking on one of those listed, or select +Add to create a new T&C.
2. You can then select T & C’s type i.e. Credit Sales and select an appropriate name i.e. Payment details.
3. You then input the relevant Payment details for your organisation.
   1. Inputting is done in a standardised format, allowing you to use a variety of text formatting and styles.
4. When complete, scroll down and select either ‘Update’ or ‘Update for All Outlets’
   1. Update will update the details for the outlet in question
   2. Update for All Outlets will assign these new payment details for all outlets found in the company in question.