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Adding bank details to your invoices

You can add banking details to your invoices by adding custom fields, headers or footers to the invoice.

Here’s how to add the fields:

  1. Click on the Gear icon > Custom Form Styles (under the Settings heading)
  2. Locate the Standard style and select Edit on the right-hand side of the column.
  3. On the style page, you can select a new style or click Next to stay with the one you have.
  4. Select Footer and add a customer message with the banking details or add the banking details in as a footer, click Save.

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

Note: you can also create your own invoice template in Word. See article How to Import Template Styles from Word

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