General
How do I update ABN and bank details in ServiceM8?
You can update your ABN in Settings > Preferences > Company Information.
You should also review any other places where your ABN and/or bank details may be included:
- Quote and invoice templates (Settings > Document Templates). If you use multiple template types, check each one. Details may be in template settings and/or typed directly into the template.
- Email signature (Settings > Preferences > Email Settings).
- Email templates (Settings > Email Templates).
- SMS templates (Settings > SMS Templates).
- Automation messages (Settings > Automation) if you have included these details in automated email/SMS messages.
- Your connected Stripe account.