Forum Discussion

sbryzak's avatar
sbryzak
3 years ago

Payments settings constantly losing bank details

Hi forums,   Am wondering if someone might know what's going on here.  I am constantly having to set our business bank details within Sales Settings -> Payments -> Invoice payment options -> Direct...
  • Tracey_H's avatar
    Tracey_H
    3 years ago

    Hi sbryzak 

     

    Thanks for your post. Bank account details being removed from Sales settings>>Payments>>Direct Deposit is caused by clicking on Save as default when creating an invoice.

     

    Our teams are working to resolve this. In the meantime, if you change the Due date when creating an invoice don't click on Save as default.

     

    Please let me know if you need further help.

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

Tracey_H's avatar
Tracey_H
Former Staff
3 years ago

Hi sbryzak 

 

Thanks for your post. Bank account details being removed from Sales settings>>Payments>>Direct Deposit is caused by clicking on Save as default when creating an invoice.

 

Our teams are working to resolve this. In the meantime, if you change the Due date when creating an invoice don't click on Save as default.

 

Please let me know if you need further help.

 

If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

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