Question

How do I change my invoices? I want to add my bank account details

  • 8 June 2023
  • 1 reply
  • 109 views

Hello, 

 

We had our ACM set up via a third party so have had little training on any sort of customisations. 

 

How do we change the invoice layout they have created for us? We need to add our own bank details on there so customers can pay us! 


1 reply

Userlevel 7
Badge +13

Hi

You will need to know how to use the Report Designer if you go to screen 643000 and hit the edit report that will download the form to your PC so you can make changes. If you dont know how to use Form designer there is a course S150 you can follow on the Acumatica portal

 

Reply


About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved