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How to change financial details on Invoices

Bianca Utihata avatar
Written by Bianca Utihata
Updated over a week ago

You can change how financial details are displayed on your invoices via the Auctioneer settings. Click here to find out how to access your Auctioneer settings.

Steps to Edit Financial Details

  1. Once you're editing your Auctioneer, go to the Financial Details tab.

  2. From here, you can edit the following:

  • Invoice logo

  • Auctioneer name

  • Invoicing address

  • Contact number

  • Invoicing details (e.g. titles used for invoices, paid invoices, credit notes, etc.)

  • Payment terms (as displayed on the invoice)

  • Tax details

    • Includes the ability to add or remove alternative tax sets, which are selected at the point of generating invoices

  • Bank details

    • Includes the option to add or remove alternative bank details, also selected when generating invoices

Saving Your Changes

Once any required changes have been made, click the Save Auctioneer button at the top or bottom of the screen.

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