This article will explain how to:

  • Edit supplier bank details

  • Set a default reference for a supplier

Some other pages you might find useful:

How to edit supplier bank details

  1. Go to Home, and click the three dots next to your organisation's name

  2. Navigate to the 'suppliers' tab

  3. Click the three dots next to the supplier's name, and click 'edit payee information'

  4. Edit the payee's bank details, and click 'save changes'!

How to set a default reference for a supplier

  1. Go to Home, and click the three dots next to your organisation's name

  2. Navigate to the 'suppliers' tab

  3. Click the three dots next to the supplier's name, and click 'edit default reference'

  4. Set or edit the default reference, and click 'save changes'!

If you'd prefer to watch an instructional video, you're in luck! Have a look here:

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