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Level 2

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

 
3 REPLIES 3
QuickBooks Team

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

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:

  1. Go to Settings ⚙ and select Custom Form Styles
  2. Locate the Standard style and select Edit on the right-hand side of the column.
  3. On the style page, you can select a new style or select Content to stay with the one you have.
  4. On the Content page, select the pencil on the right to edit the footer section. 
  5. In the Add payment details and footer section add the bank details as a footer. 
  6. Select Preview PDF to view the changes you made before saving them.
  7. 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!

Level 2

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

Hi @BettyJaneB,

 

Thank you very much. All sorted!

 

 

Regards,

Kevin

QuickBooks Team

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

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!