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S
sargon
March 11, 2021
Question

Invoice set-up

  • March 11, 2021
  • 1 reply
  • 0 views

New user here.  Need to include by LLC's bank routing info on my invoice.   Help topics push you to using the Intuit Online payment feature.   I receive largish payments and have no need to pay the 2.9% bank free from Inuit.   Don't see any field on custom templates for bank wire info?

1 reply

G
GlinetteC
March 11, 2021

Welcome to QuickBooks Community, sargon.

 

I've got a way you might consider doing. You can either utilize Footer or Message area to include LLC's bank routing on an invoice. I'll show you how: 

 

To use via invoice footer:

 

  1. Click the Gear icon and select Custom form styles.
  2. Choose the Invoice and click on the Edit hyperlink.
  3. Select the Content tab.
  4. Click the Footer section.
  5. Enter the information on the Add footer text.
  6. Click Done.

 

Need help customizing sales forms in QBO, please check here.

 

That's it! If you have any other concerns, do let me know. I'm here to help.

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