Changing the Bank details displayed on an invoice

While creating an invoice, you have the option to change the bank account that will display on the invoice for your customer. You will be able to select a bank account from any that have been created in the Banking module in Clarity365.

Your chosen bank account will be displayed in the Invoice PDF.

  1. Create invoice as normal
  2. Click the Invoice Bank tab to display the Bank Account dropdown and select your preferred bank account
  3. Click Save, Save and Create New or Send to Customer to create the Invoice
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