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September 27, 2024
Question

How can i remive bank detais from invoice

  • September 27, 2024
  • 1 reply
  • 0 views
Remove bank details from invoice

1 reply

September 27, 2024

I'd gladly help you remove the bank details in your invoice, @hunterstcs.


Firstly, if you added your bank details using Custom Form Styles, we'll need to access the customized Invoice Template to remove those information.


Allow me to guide you through the process:

  1. Navigate to the Gear icon, then select Custom Form Styles
  2. Locate the Invoice Template with your bank details.
  3. Click the Edit drop-down below the Action section. 
  4. Choose Content, then scroll down and find the Your Payment Details.
  5. Edit it, then click Done to Save.


Additionally, you might find this article about recording invoice payments helpful: Record invoice payments in QuickBooks Online.


Let me know if you have further concerns about removing your bank details from your invoice. Have a great day.