When creating an invoice you cannot add your bank details unless you have uploaded your bank details into the application.
On the menu, click on Money and then select Overview
Click on CONNECT YOUR BANK ACCOUNTS
Select which Bank you have your bank account with
Follow the instructions to connect your bank account with Akahu to begin receiving transactions into the Money tool to help calculate your income tax and GST
IF you do not want to connect your bank account but do want to show your bank account number on the Invoices, on the main menu, click on My Business and then select Business Profile
Click on ADD
Click on or Add manually
Fill in your Bank details and then click on ADD NOW
Your bank details are now saved in the afirmo application
On the main menu, click on Sales and select Invoices
This opens up you tax invoice page. Scroll down to the bottom of the page and you will see your bank details are now added. Click on the box and it will become highlighted with a tick symbol
Click on SAVE
NB You have to save the draft of the invoice first o be able to preview the invoice
Click on VIEW/DOWNLOAD
The bank details have been successfully added onto your invoice under Payment Info
