Support Center

Defining Remittance Information and Bank Account Details

Last Updated: Jun 26, 2018 02:02PM PDT

Overview

Editting of the Remittance Information can be done within Kugamon Settings.  Remittance information is shown on your Order PDF, Online Order and Invoice PDF.  This is important to update when the company's address changes.  

Audience : Administrator

 

Steps:


1. At the top of your Salesforce Instance | Go to Setup
2. In the gray side bar click "Installed Packages" under App Setup
3. Find Kugamon Quote to Cash and click "Configure"
4. Under Step 2 click "View Kugamon Settings"
5. Scroll down to Remittance Information Section
6. Edit the needed fields 
7. Click Save


 

Notes:

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