How to I show bank transfer payment info on my invoices?

KevinCr · ‎November 23, 2020

BettyJaneB · ‎November 23, 2020

Let me guide you on how you can have the bank transfer payment information to show up on your invoices.

There are two ways on how you can have the payment information to show up on your invoice. First, if you're trying to indicate that the payment of the customer is through bank transfer, you can add this information through the Description section of your transaction.

Second, if you want to show your bank transfer payment details to inform your customers that they can pay through bank transfer, you can add a payment details footer on your template.

Here's how:

Go to Settings ⚙ and select Custom Form Styles.
Locate the Standard style and select Edit on the right-hand side of the column.
On the style page, you can select a new style or select Content to stay with the one you have.
On the Content page, select the pencil on the right to edit the footer section.
In the Add payment details and footer section add the bank details as a footer.
Select Preview PDF to view the changes you made before saving them.
Press on Done.

For more tips about customising your sales forms in QuickBooks Online, you can always check out this reference: Customise invoices, estimates, and sales receipts.

I'm always ready to help if there's anything else that you need. Just let me know by leaving a reply below. Have a lovely day!

View solution in original post

BettyJaneB · ‎November 23, 2020

Good day, @KevinCr.

Let me guide you on how you can have the bank transfer payment information to show up on your invoices.

There are two ways on how you can have the payment information to show up on your invoice. First, if you're trying to indicate that the payment of the customer is through bank transfer, you can add this information through the Description section of your transaction.

Second, if you want to show your bank transfer payment details to inform your customers that they can pay through bank transfer, you can add a payment details footer on your template.

Here's how:

Go to Settings ⚙ and select Custom Form Styles.
Locate the Standard style and select Edit on the right-hand side of the column.
On the style page, you can select a new style or select Content to stay with the one you have.
On the Content page, select the pencil on the right to edit the footer section.
In the Add payment details and footer section add the bank details as a footer.
Select Preview PDF to view the changes you made before saving them.
Press on Done.

For more tips about customising your sales forms in QuickBooks Online, you can always check out this reference: Customise invoices, estimates, and sales receipts.

I'm always ready to help if there's anything else that you need. Just let me know by leaving a reply below. Have a lovely day!

KevinCr · ‎November 23, 2020

Hi @BettyJaneB,

Thank you very much. All sorted!

Regards,

Kevin

BettyJaneB · ‎November 23, 2020

You're most welcome, @KevinCr.

Glad to hear that everything has been sorted out on your end.

Know that my doors are always open to help if you have any QuickBooks-related concerns. Feel free to visit me here in the Community.

Wishing you and your business continued success. Keep safe!

bjk20080 · ‎May 04, 2021

Hi,

All of my invoices contain "Payment Instructions" containing our businesses old address in this field but I cannot edit the invoices under custom form styles to delete this information. The "Payment Instructions" also appear in the emailed invoices as well. How can I delete this information?

Rubielyn_J · ‎May 05, 2021

Thanks for joining this thread, @bjk20080.

Our goal is to make QuickBooks as user-friendly as possible. I can see also how it would be beneficial to you and your business to have this specific feature.

As of the moment, the option to edit or delete the payment instructions in QuickBooks is unavailable. I'll make sure to take note of this feature request. Rest assured, our engineers are continuously working to make provide innovations and updates.

In the meantime, we can customize your invoice before sending this one to your customers.

You can also view this link to guide you in uploading, editing, or deleting logos from your invoices, estimates, or sales receipts in QuickBooks Online.

Feel free to comment down below if you need more help managing your invoices in QuickBooks. I'll get back to this thread to assist you further. Have a nice day.

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How to I show bank transfer payment info on my invoices?