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Post Info TOPIC: Adding bank info to Sage invoice


Member

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Posts: 14
Date:
Adding bank info to Sage invoice


I am trying to add our bank details to our invoice layout, so it will show on the invoice, however when printing it just does not show.

 

Can anyone help.

 

Regards

Stephen



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Senior Member

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Posts: 106
Date:

Hi Stephen

You need to amend your invoice in Sage using Sage Report Designer. If you could let me know what version of Sage you use, I could try and help you!

Hope this helps!

Kind regards

Lynda

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Senior Member

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Posts: 388
Date:

Sage reports will not incorporate the bank details automatically from the bank account - mainly due to fact you could have various accounts.
This will need to be added using textbox.


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Donna - Complete Book-Keeping Ltd & CBK Training - 07939 101900

Payroll & bookkeeping solutions.

www.completebookkeeping.co.uk / www.cbktrain.co.uk



Member

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Posts: 14
Date:

I have Sage Accounts 2010. I am using report designer. I have gone through all the tables looking for the right one to show our bank details, but there is'nt one.

I want the invoice to show our sort code, account number etc because we have recently had more requests to pay via bacs, this way the info would be on every invoice.

I would have thought just like your vat number and other important details which need to be on an invoice, there would have been an option, especially in this on line world we are all part of.

Regards

Stephen

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Guru

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Posts: 1412
Date:

Hi Stephen,

As Donna said there is no way for Sage to automatically add your bank account details. You will have to add a text box to the invoice layout and type the bank details into it.

Pauline

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Pauline



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Posts: 14
Date:

Thanks for the replies.

Stephen


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