This article outlines the steps to configure your POS settings to include bank account details on invoices, helping to streamline transactions and provide clarity for payment-related queries.
Invoices printed from POS for customer sales can be configured to display bank details so your customers are able to easily identify the correct payment information. Bank details can be global (for all stores) or Outlet-specific (different details for each store).
📋 Note: Once you have updated the settings in Retail Express you will need to log out and into POS for the changes to take effect.
Global Settings
To edit the Bank Details in the global settings:
- Navigate to Settings > Global Settings
- Scroll to the General section
- Update the Bank details
- Click Save Changes
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Individual Outlets
Before you begin, you will need to enable the setting to display the individual Outlet Bank Details. If the Outlet details are blank it will revert back to the global settings.
Note: If this setting is not enabled the Outlet-specific bank details will not be displayed.
- Navigate to Settings > POS Settings > Invoice and Receipt Settings
- Scroll to the bottom
- Tick the option Display outlet specific bank details on invoice
- Click Save Changes
To configure separate Bank Details per Outlet:
- Navigate to Settings > Locations/Outlets > Outlets
- Click the Pencil icon for the Outlet that you want to update
- The fields at the top of the page will be populated
- Update the Bank Details in the Additional Details section
- Click Save
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