There are multiple bank details that need to be dealt with while managing invoices for a single or multiple customers. Indecab has hence added a feature that would let you to change bank details across all invoices or all future invoices or a specific invoice. This article will show the steps that need to be followed.

To know how to create a bank account, click here

Changing bank account details for all invoices

To change bank details for all the invoices, follow the steps below

Step 1 - Adding or changing the bank account on your company profile

Go to My Companies - click on ‘Manage Company profiles’ - Click on the company profile for which the bank account needs to be changed - Change the bank account.

Important: This will change the bank account on all past dated invoices as well.

Changing bank account details for future invoices only

Step 1 - Creating a new profile and adding the bank account to it

In My Companies click on Manage Company profiles. Now click on Add Company Profile and enter the details and select the bank account from the drop down list. Once done, click on Save.

Step 2 - Adding the Profile to the Company.

Now click on Edit, next to the name of the company and scroll down to the bottom and under the Settings section and select the new profile from the drop down list. Click on Save Changes.



Done! All the invoices that are now billed under this company name would display the changed bank account details.

Done!

Updated on: 29/10/2020