Step 3 from link Invoices | To Send SpyderFlow Invoices

Previous step – Invoices | Edit Client Email

Subscriber Billing and Financial Settings

Go to:  Main Menu- Account Admin – Settings – Subscriber Settings – Financial tab.

• Click Edit to fill in, modify fields for Billing and Invoicing in Financial details tab.
• Billing fields are the default biller name and address details for your invoice documents to display.
• Invoicing fields are the default business number, Please Note or Credit advice comments and bank name for Invoicing.
• Bank details: Click to Add using Header and Value fields for Bank Account Name, BSB, Account Number or associated bank details.

Financial Tab – Bank Details

• Click to Add each line to be displayed on any generated invoice documents.
• When you click add or edit the format opens below: Header field and Value.

+Add

• Header could be “Account Name” stated. Value is the name of the account “John Smith.”
• After filling in fields click to Save. Save icon turns green at end of row.

Test with Invoice to see if correct set up achieved.