I can help you change the bank details shown in your statement, Jane.
The bank details on your customer statements are from the Standard template you're using. To ensure they reflect the correct information, update the Standard template bank details.
Here's how:
- Go to the Gear icon.
- Under Your Company, select Custom form styles.
- Select the Standard template and click Edit.
- Tap Add your EFT details in the Design tab.
- Enter the bank details in the dialogue box with your payment details.
- Hit Done.
For more details, see this link: Adding bank details to your invoices.
Additionally, you can check this link to learn more about sending statements and to see customers' summaries of their invoices, payments, credits, and balances: Create and send customer statements.
Moreover, visit this page to make personalised and professional-looking invoices, quotes, and sales receipts.
Tag my name if you need more help updating bank details on your statement. I want to ensure everything is set up perfectly for you.
