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Why are the bank details not appearing on my customer documents?

Modified on: Thu, 15 Jan, 2026 at 9:56 AM

This setting can be added from the Legal Entity main screen for the relevant entity. Go to the Bank Accounts tab and then open Defaults.

From there, you can add the bank account you want to use for payments, receipts, and invoices, as shown in the screenshot. Once these defaults are set, the chosen bank details will populate on the corresponding customer documents.