Adding your Bank Details

Adding your Bank Details

If you want to print Banking Reports, you can optionally save your practice banking details so they are printed on the header of banking slips. Go to the Settings/Bank Details screen to do so. If you prefer not to enter these details you can still print a generic banking report.

If you have filled in the Bank Account details on the Provider Banking Details tab - these will auto-populate on the footer of your invoices if formatted. To do so, go to Settings > Invoice Footer on the menu on the left hand side of the screen when logged into CESoft.  

If your practice accepts BPay or Credit Cards, you can also set the footer of printed invoices to show that.
 
Contact support@cesoft.com.au if you have any further queries.

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