Bank Details | Voters

Bank Details

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hello @greyscale.gs

Hey!

I'm unable to mention my bank details as a permanent feature in my quotations. I was able to add through additional information but I am having to fill the blanks every time a new quotation is generated. Kindly resolve.

November 28, 2023

Shubham from Refrens

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Shubham from Refrens

Hello, hello @greyscale.gs Winanjaya Helios Services Info PTDigital FINMATE TAX AND ACCOUNTING SOLUTIONS sundar sethuraman I'm pleased to inform you that the requested feature is now live. You can now include bank account and UPI details in your quotations and estimates, just as it currently works for invoices.

Thank you for your patience and understanding while we worked on implementing this feature.

Mitesh from Refrens

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Add bank details in the Quotation/Estimate

Winanjaya

Hi there,
Add bank details in the Quotation/Estimate like in the Invoice.
thank you

December 19, 2023

Janvi from Refrens

Hello! Helios Services 
Thank you for your suggestion! That is definitely something we are working on.
In the meantime, you can include your bank details in the additional notes for the quotation.

Mitesh from Refrens

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