Edit your firm's bank account details on an invoice

If your firm's bank account or payment details have changed, you should update your invoice template with the new details.

Table of Contents

• Getting Started
• Update payment details at the top of an invoice
• Update payment details in the Notes section
• Update payment details on a separate page

Getting Started

There are three places that payment details can be displayed on an invoice:

1. At the top of an invoice.
2. In the Notes section, under the list of invoice items.
3. On a separate page.

Updates made to invoice templates will only apply to invoices created in the future.  Any existing invoices (draft and final) will still display the old payment details.

Update payment details at the top of an invoice

If bank account details are displayed directly under the Amount Due section on an invoice, only a Firm Owner is able to update the details.

Tip:  Updates made to invoice templates with new payment details will only apply to invoices created in the future.  Any existing invoices (draft and final) will still display the old payment details.

To update details:

1.    Open the triConvey Companion Site Web App.

2.    Select the gear icon from the bottom-left corner and select Firm Settings.

3.    Select Accounts from the left panel and then select the Operating Account Detail tab.

4.    Make changes as required and ensure Show payment details on invoice is toggled on.

Allow only Firm owners to manage operating account details is toggled on by default.  Toggling this off will allow any User in your firm to change bank account details.

Show payment details on invoice is toggled on by default.  Toggling this off will remove payment details from being displayed on invoices.

5.    Click Save.

6.    For security purposes, the Firm Owner will receive an email confirming that Bank Account details have been changed.

Update payment details in the Notes section

If payment details are displayed directly under the Balance Due section on an invoice, you must update them from the Notes section of the invoice template.

Tip:  Updates made to invoice templates with new payment details will only apply to invoices created in the future. Any existing invoices (draft and final) will still display the old bank account details.

To update details:

1.    Open the triConvey Companion Site Web App.

2.    Select the gear icon from the bottom-left corner and select Firm Settings.

3.    Select Invoice Settings from the left panel.

4.    Under Template Settings, select the invoice template you wish to edit.

5.    Select the PDF Invoices tab.

6.    Scroll down to the Notes heading. 

7.    Make changes to Payment details as required.

8.    Select Save.

Update payment details on a separate page

If your firm sends invoices with a separate page containing payment details, you will need to upload this as a new PDF attachment.

Tip:  It is possible to attach state-specific PDFs to each invoice template by setting up state-specific templates.

To do this:

1.    Open the triConvey Companion Site Web App.

2.    Select the gear icon from the bottom-left corner and select Firm Settings.

3.    Select Invoice Settings from the left panel.

4.    Under Template Settings, select the invoice template you wish to edit.

5.    Select the PDF Invoices tab.

6.    Scroll down to the PDF Attachment heading. 

7.    Select Choose File to upload the updated payment details PDF.

8.    Select Replace.