Printing direct deposit details on invoices for individual groups

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  • Updated 5 months ago
  • Answered
How do you get the direct deposit details printed onto invoices for individual practice groups? I only seem to be able to input the practice wide details.
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Benjamin Muir

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  • frustrated

Posted 5 months ago

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Steven, Business Care

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Hi Benjamin

You can edit the Direct Deposit details for individual Practice Groups by going to System Information > Groups > Practice Groups > Edit. Select Direct Deposit and enter in your details. Make sure Use Practice Group Direct Deposit/BPAY Details is selected. On the Header tab, tick the Use a Custom Header for this Practice Group option. As a security measure, Front Desk requires an official address header to enable separate bank account details. Please use the Request button after selecting Import if you do not have a Practice Group Address entered for this Practice Group.



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Benjamin Muir

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Thanks Steven, custom header was the bit I was missing!