Default Company Bank Account on Customer

Accurate invoicing is crucial, especially in a multi-currency environment or when managing multiple company bank accounts, where the risks of errors in currency or payment instructions increase. This module streamlines the process by assigning the correct bank account to each customer, ensuring that Invoices and Invoices reports are populated with the appropriate account for payments.

To assign such account go to Customer form and select an Account in "Recipient Bank" field underneath the Accounting tab.

The related field gets populated with the set value in Invoice issued for the Customer.

User is able to edit this default value coming from the Customer form: revise the selection or remove it.

The Payment Communication section of the Invoice PDF report is populated with the data specified in the Recipient Bank field, according to the core logic.