When creating a sales invoice you can choose to select a bank account in the Bank details to display drop down box below the Summary.
The payment details of this bank account will appear on the PDF of the invoice.
The guide below explains how to edit the payment details of a bank account, how to set a default bank account for all sales invoices and how to set a default bank account for specific customers.
Invoice PDF Payment Advice Slip
The bank account selected when creating an invoice will affect the payment advice slip on the invoice PDF as shown below:
Editing Bank Account Payment Details
Navigate Money > Bank Accounts and select the Edit link against the appropriate Bank Account.
Fill in the Account Number, Sort Code, Cheques payable to and, if applicable, IBAN & SWIFT numbers, to be shown on invoices.
Default Bank account for all Invoices
To choose a default bank account for all sales invoices head to Settings > Configure system > Invoice Preferences and select the bank account in the Default Payment details drop down at the top.
Hit the Save button at the bottom.
Default Bank account for Customers
To choose a default bank account for a specific customer head to Contacts > Customers and click on the Edit contact link beside the appropriate customer name.
Under the Customer invoice defaults tab select a bank account in the Default bank account drop down and hit Save at the bottom. The customer default takes priority over the preferences default on invoices.