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Adding bank details to your invoices

SOLVEDby QuickBooks165Updated 2 weeks ago

Learn how to add bank details to your invoice in QuickBooks Online. 

To help your customers set up a payment, you can customise the footer of your invoice to include your bank details. Here’s how:

  1. Go to Settings ⚙ and select Custom form styles.
  2. Locate the Standard style and select Edit from the Action column.
  3. Select Add your EFT details. Note:It is only possible to add your bank details to the Airy new invoice template. If you can’t see this option, select Change up the template to update your template to Airy New.
  4. Enter your payment details and select Done.

Note: The change will only apply to newly created invoices after the invoice customisation was applied.

You can also create your own invoice template in Word. For more information, see the article Import custom form styles for invoices or estimates.

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