Edit financial details of a contact

Record the invoice email, bank account (IBAN/BIC), payment term and direct-debit mandate of a contact so invoices automatically use the correct details.

Edit Financial details

1. Go to Contacts;

2. Click the contact you want to edit;
3. Open the Financial tab;
4. Fill in the desired fields:
   1. Invoice email — the email address invoices are sent to;
   2. IBAN and BIC / SWIFT — the contact's bank account;
   3. Payment term (days) — the number of days within which invoices must be paid;
5. Turn on the Mandate granted toggle if this supplier collects payments themselves;
6. Click Save.

The changes apply immediately to new invoices for this contact.