6.3. Selecting a bank account in an outgoing invoice

If your company has several bank accounts, you can choose which one(s) to show on your outgoing invoices.
You can set it in Partner's card.

There are 3 options:

1. Default, when your company's main bank account or accounts are used for all Clients;
2. Exceptionally , when Client must ALWAYS have specific bank account;
3. Variable , when Client SOMETIMES needs specific bank account.

To add new Bank account or make changes to existing ones, you have to contact OZOLST TMS support tem.

ALWAYS specific Bank account for selected Client

Open the Partner's card  .

Ozols > Contacts > Lists > All Partners > Open the Partner card

1. Open the page Other data;
2. find Bank account group and select desiredBank account, that will be used ALWAYS for this Client.

SOMETIMES a different bank account must be specified

1) Open the outgoing invoice. For example:  Oak > Bills > Documents > Outgoing invoices > Preferred invoice.
2) If the invoice is closed, cancel the confirmation (1)
3) Press the Seller (2) and select the Bank account from the list (3)