Financial Settings - Banking Settings

From the Main Menu | Admin | Finance Settings | select Banking Settings

The information supplied here defines your company payment terms

Note:  Your company bank account details field is not editable at user level.  Please contact Creative Technology to change these details.

Banking Details

The information supplied this page is used on Paperwork such as the Booking Form

Finance Narratives

The text in these fields definite the narratives used in the content at the bottom of the Booking Form (Paperwork).  

There are seven sentences which allow you to control the content of payment terms, credit card charges, bank account details sentence structure (Note:  the content of the bank account details cannot be changed at user level, please contact Creative Technology for adjustments to your bank account details), acceptance of Booking Terms, securing the booking, balance due requirements, and a space for an alternative text block to use when the departure doesn't meet the minimum value threshold. 

Learn more about paperwork Here

Where these details are used:

The booking form, which can be sent to the client, contains these details in the footer "Payment Arrangements"