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sales26
Level 1

How can I add bank details to invoice. When I click on the cog wheel then custom form styles nothing at all happens.

 
13 Comments 13
maryfranza
Level 3

How can I add bank details to invoice. When I click on the cog wheel then custom form styles nothing at all happens.

Hi there sales,

You're in the right track! It is possible to add your banking details to your invoices. To do this, you can simply add a footer to your custom invoice.

Here's how:

  1. Click on the Gear () at the top.
  2. Click Custom Form Styles.
  3. Click Edit beside the Standard form style.
  4. Click Content.
  5. In the last section, click on the Pencil icon.
  6. Enter your bank account details either in the Message to customer or Footer text box.
  7. Click Done.

Note: After the customisation, this change will only apply to the new invoice. If you don't need to show the bank details to some of the invoices, you can delete the banking information when creating.

If the Gear icon is still not working, I do have a few suggestions that we can try. The first solution may resolve the problem or you may need to try all to resolve the issue. For best results, please follow the order shown below:

  1. Use Private Browsing or Incognito window. Your web browser keeps files in its cache and saves the pages you have previously visited.
         a. For Chrome press Ctrl+Shift+N.
         b. For Internet Explorer or Firefox, press Ctrl+Shift+P
         c. For Safari, hold down Command+Shift+N.
  2. If this works fine with Private Browsing or Incognito window, we recommend clearing your browser's cache (regular browser) to start fresh. 
  3. You can also try switching to another supported browser (such as Firefox or Chrome) or try an alternate computer. 
You should be able to add your bank details to your invoice now, sales. You're welcome to come back any time if you have any other questions in the future.
Might try Xero
Level 2

How can I add bank details to invoice. When I click on the cog wheel then custom form styles nothing at all happens.

I don't find this a very good way of saving your information on to invoice.

 

1) For multi page invoices, using the footer, the payment information is printed on every page.

 

2) On estimates using the footer, payment information is still displayed even though it's not needed.

 

3) Using message to customer, the information is not saved in you have to write it every time.

 

I find it very counterproductive trying to put payment information on my invoices. It should be very simple and convenient but it obviously hasn't been thought about very well.

Kass_B - Product Champion
Content Creator

How can I add bank details to invoice. When I click on the cog wheel then custom form styles nothing at all happens.

Hi there Might try Xero,

 

Thank you for reaching out. I hope I have addressed your concerns below:

 

1) Yes, using the footer to add your details would place the information at the end of each page. However since this question was posted, a new feature on the Airy New template was released which provides you with a field to input your banking details on the final page of the invoice. You can utilise this by:

 

  • Select the Settings icon (top right), then Custom Form Styles
  • Locate the invoice template and select Edit
  • Under the 'Change up the template' section, ensure Airy New is selected
  • Look further down the menu and select 'Add your EFT' details. If you use the 'Your payment details' box, these will only show on the final page of a multi-page invoice.

 

2) You don't need to have the same footer on a quote as you do an invoice. Using the Custom Form Styles section again, you can create different templates for Quotes and Invoices so if you prefer, an invoice will display the footer but the quote will not. 

 

3) If saving the 'message to customer' on the template itself, this will carry across to the new invoices created after saving this. Otherwise, you can choose to add it on some but not others when you are creating the invoices.

 

 

-Kass

thisisaxelle
Level 1

How can I add bank details to invoice. When I click on the cog wheel then custom form styles nothing at all happens.

agreed. it's incredibly frustrating and looks very un-professional, every time  you get an email asking for banking information. Why isn't this just automatically added?? 

YK12
Level 1

How can I add bank details to invoice. When I click on the cog wheel then custom form styles nothing at all happens.

Hello,

I don't see 'Add your EFT' anywhere under Airy New like you said to add our bank information.

  • Look further down the menu and select 'Add your EFT' details. If you use the 'Your payment details' box, these will only show on the final page of a multi-page invoice.

 

I enter bank information in the message box and it shows up in the preview but it won't show in the real invoice.

 

Please help.

Thanks.

Y.K

Rea_M
QuickBooks Team

How can I add bank details to invoice. When I click on the cog wheel then custom form styles nothing at all happens.

Hello there, @YK12.

 

Currently, you're able to utilize the Add your EFT details feature to add your bank information through the Airy New form template in QuickBooks Online (QBO). Let's go back to the Custom form style page and create a new invoice template. This way, you're able to use the latest feature offered by QBO to customize the details of your sales transactions.

 

Here's how:

  1. Go to the Gear icon.
  2. Select Custom form style.
  3. Click the New style button, then choose Invoice.
  4. In the Design tab, click the Change up the template option, then choose Airy new.
  5. Select the Add your EFT details feature and you'll be routed to the Design tab's Footer section.
  6. Add your bank information in the Your payment details field.
  7. Click Done.

 

I've attached screenshots below that show the last four steps.

 

Additionally, customising the appearance and layout of sales forms is a simple yet effective way to enhance your business' communications. This gives you the ability to create attractive and professional-looking forms, then add info that matters the most to you. You can learn more about this process by checking out this article: Customise sales forms in QuickBooks Online.

 

Also, I want to make sure I've got everything covered. You can share with me a screenshot of the customise template page in case the above steps didn't resolve the issue. This way, we can further investigate the cause and provide the appropriate resolution for it.

 

Let me know if you have other concerns about customizing invoices and sales transactions in QuickBooks. I'm just around to help. Take care always.

YK12
Level 1

How can I add bank details to invoice. When I click on the cog wheel then custom form styles nothing at all happens.

Hello @Rea_M 

Thank you for your reply.

I don't see Add your EFT details like your screen shot. My screen shot is attached.

 

Do you have any idea why it is not available in my list?

 

Thanks.

Y.K.

 

IamjuViel
QuickBooks Team

How can I add bank details to invoice. When I click on the cog wheel then custom form styles nothing at all happens.

I thank you for the screenshot you've shared. @YK12.

 

The Add your EFT details is available in the Airy New form template in QuickBooks. Let's perform some troubleshooting steps to isolate this missing feature for a possible-browser related.

 

You can start by accessing your account using a Private Browsing or Incognito window. Your web browser keeps files in its cache and saves the pages you have previously visited.

  • For Chrome press Ctrl+Shift+N.
  • For Firefox, press Ctrl+Shift+P
  • For Safari, hold down Command+Shift+N.

If you're able to successfully add your bank details, you'd want to clear your browser's cache (regular browser) to start fresh. Also, you can try switching to another supported browser (such as Firefox or Chrome) or try an alternate computer. 

 

If the issue persists, I'd recommend contacting our Customer Care team. This way, a specialist can securely access your account and further investigate the root cause of this unexpected issue. 

 

Let us know if you have other concerns about customising invoices and sales transactions in QuickBooks. I'm just around to help.  

YK12
Level 1

How can I add bank details to invoice. When I click on the cog wheel then custom form styles nothing at all happens.

Hi @IamjuViel 

Thank you for your reply.

I tried Chrome, Firefox, Safari using a private browsing as well as regular browsing.

I did try the process going to Airy New but The Add your EFT details is not showing up.

 

Should I contact customer service?

 

Thanks.

Y.K.

 

Angelyn_T
QuickBooks Team

How can I add bank details to invoice. When I click on the cog wheel then custom form styles nothing at all happens.

Hi there, @YK12.

 

Aside from the Add your EFT details, you can add your bank information in the Footer section. I can guide you on how.

 

  1. Go to the Gear icon, then select Custom Form styles under Your Company.
  2. Look for your template, then click on Edit under Action.
  3. Go to the Content section, then click on the lower part of the preview page.
  4. Add the bank details under the Add footer text box.
  5. Hit Done.

 

When recording an invoice, you can see the bank details on the footer area.

 

On the other hand, if you want to reach out to our Support Team for additional help with the Add your EFT details when selecting the Airy New template. You can open this link for the instructions: QuickBooks Online Support.

 

For additional enhancements of your form templates, I recommend checking out this article: Email and customise sales form.

 

If you have any other questions with modifying your invoice templates, please let me know by adding a comment below. I'm more than happy to help. Have a good one!

FTB-GC
Level 1

How can I add bank details to invoice. When I click on the cog wheel then custom form styles nothing at all happens.

Hi, 

 

I believe you recommended the first solution that was posted on this thread, that the OP dismissed for very valid reasons (footer showing on every page, and more).

 

Could you please explain why the "Add EFT" option isn't showing up for most of your users?

KayIntuit
QuickBooks Team

How can I add bank details to invoice. When I click on the cog wheel then custom form styles nothing at all happens.

Hi there,

 

I have checked my test file and I get the option to add my EFT Details which is under the Design tab.

 

These are the steps that I have followed:

  •     Navigate to the Settings (Gear) icon in the top-right corner
  •     Select Custom Form Styles
  •     Next to the Standard (Master) invoice template, select Edit

Please confirm if these are also the steps that you have followed.

 

Thank you,

 

Kay.  

 

 

Joel R
Level 1

How can I add bank details to invoice. When I click on the cog wheel then custom form styles nothing at all happens.

Hi, I was following this discussion as I have the same problem.

The add EFT details button is not showing in the design tab but can be added in the content tab in the box " Add payment details and footer".

 

This is a terrible workaround! I believe most of your customers like myself would like a separate field at the top of the invoice similar to the header where bank details can be added. This is such a basic and necessary feature of an invoice that I find it incredible that there isn't a decent and professional way of adding it.