How To Add Or Change The Bank Details/Remittance Advice On Your Invoice

How to change the bank details/Remittance advice on your invoice

Per practice and Per Doctor

Per Practice
Go to Settings > Practice Details 

mceclip0.png

 

In the General tab turn on 'Allow Remittance on Invoice'

Click 'Save'

Go to Accounting > Practice banking details > Add bank account details and click 'Save'

mceclip1.png

Per Doctor

Settings > Users 

mceclip2.png

Click the edit pencil next to the Doctors name 

mceclip3.png

 

Click 'Update and Configure'

mceclip4.png

Go to Account Details tab > Add/Edit my bank details section with relevant bank account and click 'Save'.

mceclip5.png

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request