Hi I have just joined Bullet. The template I chose doesn’t seem to allow me to change the payment terms (top left hand corner of invoice) Also I have chosen to include our bank details but I can’t find the option to actually edit the bank details on the template invoice, can you please advise?

Hi I have just joined Bullet. The template I chose doesn’t seem to allow me to change the payment terms (top left hand corner of invoice) Also I have chosen to include our bank details but I can’t find the option to actually edit the bank details on the template invoice, can you please advise?

1 answer

Peter Connor Staff August 7, 2016
Public

The payment terms like 30days need to be created for each invoice, you’ll find them in advanced options. Here is gif I made for you. You can also add T&C’s to the template, the templates are used for every invoice. 
On bank details you can click Invoice Template/Edit and you’ll see the drop down at the bottom you can also select it in Bank Accounts/Bank Account/Settings. See here

#answer-3733
  1. eastcoastfloorsanding August 7, 2016
    ok many thanks!
  2. Peter Connor August 7, 2016
    Sure no problem. We'll be adding the payment terms into the templates soon. Lots of people wanted to do it on an invoice by invoice bases or more client by client bases without having to edit the template all the time.
    You'll find everthing to do with invoice in the invoice settings section, if your looking for email (who the invoices are sent from) they'll be in the main settings section. See here http://recordit.co/Ioydyfli1L
  3. eastcoastfloorsanding August 7, 2016
    great thanks again

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