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Level 1

How can I have my bank details automatically appear on all invoices?

 
2 REPLIES 2
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Level 3

How can I have my bank details automatically appear on all invoices?

Hi Jane 33

Click on the cog at top right of screen

Under "Your Company" list, click Custom Form Styles

You should see at least one listed, probably called "Standard". Click edit on right

Click CONTENT tab

Click into bottom half of right side of template

You will then see some options including a box "Add Payment Details and Footer"

Type in your bank details

Click DONE (you can also review and adjust if needed)

Thant should be it. Good luck

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Level 6

How can I have my bank details automatically appear on all invoices?

post removed

held as draft too long

post above by @cndh is correct.