Do you have several bank accounts on which you receive your bill payments?
Do you use a factoring company on a regular basis?
Find out how to set up your bank accounts and manage their application on invoices.
Add bank details
From the Settings > Billing configuration menu, you can access the bank information configuration.
Click on modify then add your 1st bank account :
These bank details will appear on the final pdf invoice, at the bottom left of the page.
The comments area lets you customize payment conditions/deadlines specific to certain bank accounts, particularly in the case of factoring. Comments appear on the invoice.
Once you've set up your 1st bank account, the "add bank details"click again, and you can add as many bank accounts s as you like.
Don't forget to personalize the name of each RIB, so you can choose which one to apply to a bill!
example: RIB BNP, RIB CIC ...
Application rule for bank information on an invoice
From the invoice draft, you can choose which bank account applies. Click on the personalize button as below :
And then choose the right bank information :
Once the ban account has been applied to the invoice, it will automatically be selected by default for future invoices from the same customer.
You can change the bank account selected on each draft if necessary.
Please note that it is not possible to change it on a finalized or paid invoice.
💡 We save you time
for each customer, the RIB will be saved and pre-selected for future invoices.
Banking information: security
Any change to your banking information in Dashdoc (Menu > Settings >subscription and payments)automatically triggers an e-mail to all "administrator" users in your company.
This feature ensures that all your company's administrators are informed of any changes to banking information, and can take the necessary steps to ensure the security and accuracy of your company's financial information.
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