I have a GBP bank account and a EUR bank account. I have the GBP as default when raising an invoice. However, if I have to raise an invoice with the EUR bank account details then what is the quickest way to change the bank details on the invoice?
Do you currently have the details set in the footer of the invoice with the bank details?
Yes, have saved the GBP bank account details in the footer.
Hi @QFBeth When I change those to the EUR bank account manually then I can print the invoice with the EUR account bank details but then when I go back and change the footer to the GBP bank account details then of course it changes those details on the invoice back… Incidentally, Quickbooks and Xero where awkward with this but Clearbooks has a simple option and when an invoice is raised the relevant bank account can be simply used by selecting the bank details you want for any particular invoice.
@QFBeth Any thoughts?
Is it particular clients that you invoice in euros and then others in GBP? if it is certain clients then using different trading styles could work, you could have a template for Euro and a template for GBP.
Another option would be to add a notes line in the invoice with the bank details on?
This topic was automatically closed after 7 days. New replies are no longer allowed.