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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. Go to Settings ⚙ and select Custom Form Styles.
  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 select Content to stay with the one you have.
  4. On the Content page, select the pencil on the right to edit the footer section.
  5. In the Add payment details and footer section add the bank details as a footer.
  6. Select Preview PDF to view the changes you made before saving them.
  7. Select Done.

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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