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ekpfencing
Level 1

Can I supply my bank details on my invoice so a customer can make payments directly to it via a bank transfer

 
1 REPLY 1
Carneil_C
QuickBooks Team

Can I supply my bank details on my invoice so a customer can make payments directly to it via a bank transfer

Yes, you can, ekpfencing. I'll guide you through the process to manage your invoices and payments in QuickBooks Online (QBO).

 

You'll want to customise your invoice template to add payment details and a footer to your invoices. Here's how:

 

  1. Go to the Gear icon and choose Custom form style.
  2. Choose the invoice template you want to modify by clicking Edit in the Action column or create a new one by clicking New Style dropdown and choose Invoice.
  3. Navigate to Content section.
  4. Customise the Footer.
  5. Locate the Add payment details and footer section and add the information from there.
  6. Click Done to save the template.

Learn more about personalising and adding specific information to your sales forms by visiting this reference: Customise invoices, estimates, and sales receipts in QuickBooks.

 

In addition, this helpful resource can help you with accounting customer payments in the future: Record invoice payments in QuickBooks.

 

Loop me in if you have any other concerns about managing your invoices or other sales forms in QBO. I'd be glad to assist you, ekpfencing. Take care!

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