How do I add bank details to invoice

You can use the Note to customers box to add the bank details to an invoice, Oliver.

In QuickBooks Sole Trader, the option to automatically populate bank details on invoices is currently unavailable. As a workaround, you can manually enter the information in the Note to customers field every time you create an entry.

Here's how:

1. Click + New, then Invoice.
2. Choose a customer in the designated dropdown and fill in the remaining fields.
3. Locate the Note to customer box below the Product or service section to key in bank details.
4. Determine how you would like to save the form: Save, Save and new, Save and close, or Review and send.

To better help you manage your receivables, explore this article: Create and send an invoice in QuickBooks.

Once a customer settled their balance, make sure to document the payment in the software to keep your record accurate.

With the steps above, you'll be able to efficiently include necessary data in your invoices and facilitate smoother transactions. If you need further assistance, click the Reply button to notify us in the Community. We're always here to address any of your queries!