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Intuit
23 helpful votes

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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