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Best answer February 24, 2025
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Congratulations on gaining a new customer, Carol. Adding direct deposit information to facilitate payment collection is convenient indeed. Let me walk you through personalizing the invoice template to include these details automatically when sending an invoice.
We can input a message to your customer and add text to the footer of the invoice form to enter your bank details. I'll show you how.
- Go to the Gear icon and select Custom form styles.
- Locate the Invoice template and click Edit from the Action column, or choose Invoice from the New style dropdown to create a new one.
- On the Content page, click the Pencil icon on the footer section.
- Under the Message to customer on Invoices textbox and Add footer text field, enter the direct deposit details.
- Click Done.
Once done, you can go to the Emails tab to review how the template after the modifications. I'm adding a screenshot below.
Additionally, please note that the change will only apply to newly created invoices after the invoice customization is applied.
Moreover, refer to this article for more ways of tailoring the appearance and layout of sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Furthermore, check out this guide to document the deposits made by your customers: Record invoice payments in QuickBooks Online.
Do you need help tracking your sales and ensuring they're on the correct account? Speak now with a QuickBooks Live Expert for more personalized service.
Altering the form to allow your customer to pay their invoices quickly is my pleasure. Add a response below for more questions about managing sales transactions. We'll be here to address them.
Congratulations on gaining a new customer, Carol. Adding direct deposit information to facilitate payment collection is convenient indeed. Let me walk you through personalizing the invoice template to include these details automatically when sending an invoice.
We can input a message to your customer and add text to the footer of the invoice form to enter your bank details. I'll show you how.
- Go to the Gear icon and select Custom form styles.
- Locate the Invoice template and click Edit from the Action column, or choose Invoice from the New style dropdown to create a new one.
- On the Content page, click the Pencil icon on the footer section.
- Under the Message to customer on Invoices textbox and Add footer text field, enter the direct deposit details.
- Click Done.
Once done, you can go to the Emails tab to review how the template after the modifications. I'm adding a screenshot below.
Additionally, please note that the change will only apply to newly created invoices after the invoice customization is applied.
Moreover, refer to this article for more ways of tailoring the appearance and layout of sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Furthermore, check out this guide to document the deposits made by your customers: Record invoice payments in QuickBooks Online.
Do you need help tracking your sales and ensuring they're on the correct account? Speak now with a QuickBooks Live Expert for more personalized service.
Altering the form to allow your customer to pay their invoices quickly is my pleasure. Add a response below for more questions about managing sales transactions. We'll be here to address them.
