Updating Banking Details Found on Invoices

Introduction

This will give you a brief walk-through on how to update the banking details found across IndiCater on printed invoices and credit sales.

Where to Update your Banking Details

When signed in as a Head Office user, select Outlets - Set Up.

When presented with the Set Up screen, navigate to Company and then Terms & Conditions.

How to Update your Banking Details

When you have successfully navigated to the terms and conditions, you can then select an outlet. This can any outlet as changes can be applied to all, so this is not particular important unless you are looking to make changes to individual sites.

1. You can then edit any existing T & C’s created, or select +Add to create a new file.

2. You can then select T & C’s type i.e. Credit Sales and select an appropriate name i.e. Banking Details.

3. You then input the relevant Banking Details for your organisation.

   1. Inputting is done in a standardised format, allowing you to use a variety of text formatting and styles.

4. When complete, scroll down and select either ‘Update’ or ‘Update for All Outlets’

   1. Update will update the details for the outlet in Question

   2. Update for All Outlets will assign these news banking details for all outlets found in the company in question.