Purpose: Within the Commusoft system, you have the ability to add your bank details to the bottom of your invoices. You may also add a message to your customers to let them know your preferred payment type. Adding your bank details helps reduce admin time, makes sure your cheques and payments go and are placed to the correct account, and allows you to add routing numbers, account numbers, etc, to a variety of documents for your customers to be able to see.
- Go to Company Settings > Bank Details
- Enter the message you want visible to your customer > Enter the name on the bank account > Enter the bank account number > Enter the bank sort code > Save.
The information entered here will appear below the total of all invoices in the PDF format.