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jorr-groundworks
Level 1

How do i add my bank details to my invoice?

 
1 REPLY 1
Joesem M
Moderator

How do i add my bank details to my invoice?

I'm here to help you add bank details to the invoice, @jorr-groundworks.

 

You can add your bank details in the footer on the invoice templates. Then you can do a print preview within the invoice you create and you will then see them there. Let me show you how.

 

  1. Click on the Gear icon.
  2. Select Custom Form Styles.
  3. Click on the Edit link for the invoice template.
  4. In the Content tab, click the pencil icon in the bottom box section. 
  5. In the Add footer text, enter your bank information.
  6. Click Done.

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For more details, on how to personalise and add specific info to sales forms: Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

Once customers pay what they owe, you can then record the payment.

 

Also, you can create and send an invoice to your customer that allows them to pay you when they choose to Pay Now right from that invoice:

 

 

Keep me posted if there's anything else I can help you with QuickBooks. I'm always glad to walk you through the steps.

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