Is it possible to apply specific bank details to specific clients?
If I have 2 bank accounts and 1 customer pays into one, and another pays into the other, how can I make it so that customer always receives bank details for the correct account and avoid me switching the bank details every time I invoice a new customer?
In most cases bank details are expressed within the payment terms section of the invoice. You can’t create custom payment terms for specific clients. Although when issuing a new invoice, if you copy from an existing one then the payment details will be translated to the new invoice.
There are also some feature threads requesting custom payment terms/notes per client (here’s one you may want to add your vote to).
We are also working on multiple trading style templates that may address this question too.
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