Option to easily add or remove banking details to invoices without having to go through Agency Settings & Branding to add the details
It'd be great if there was just a simple 'Add Banking Details' button when creating an invoice, or a drop down menu where you can choose between a Sales Trust Account or a General Account. If that was the case, there would need to be a section in Agency Settings & Details to add two separate bank accounts, instead of just one.
Thank you.
34
votes
Tarrah Burke
shared this idea
Hi all, thanks for the suggestion and the votes.
We’ve implemented something recently off the back of this feedback that should solve the overarching problem leading you to do this in the first place.
http://www.rexsoftware.com/rex-feature-release-far-better-way-request-trust-funds/
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Sue Barnes
commented
This is a wonderful idea, please, please implement.