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February 14, 2020
Question

Can I show my bank details to the invoice ?

  • February 14, 2020
  • 1 reply
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1 reply

AlcaeusF
February 14, 2020

Welcome to the Community, @glasuminium.

 

You can modify the default message for invoices to include your bank details in QuickBooks Online. However, it's not recommended to add this type of information for security reasons.

 

If you want to push through the process, here are the steps:

 

  1. Click the Gear icon in the upper-right corner and select Custom Form Styles
  2. Search for the invoice template. 
  3. Press the Edit option below the Action column. 
  4. Go to the Content tab.
  5. Choose the pencil icon in the bottom-right corner. 
  6. Add the bank details under the Message to customer field.
  7. Tick Done

For future reference, I recommend you visit the Create an invoice your customer can pay online article. It also contains information about how you can accept payments online.

 

I want to make sure this is taken care of for you. If you have any other concerns, post a comment below. I’ll pop right back in to assist further. Have a good one.