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L
luxuria-finance-
December 13, 2021
Question

I need to add a customer specific bank info in the invoice. unable to do it. tried putting in Memo, Memo doesn't show on invoice.

  • December 13, 2021
  • 1 reply
  • 0 views
I have 200 customers and I can't create invoice memo manually for 200 customers. I need to import them and want the memo to be displayed.

1 reply

Angelyn_T
Angelyn_T
December 13, 2021

Hi there, @luxuria-finance-. Let me share with you some information about adding customer bank information to your invoices.

 

At this time, you can use the footer section of your form to add the bank details. I'll guide you on how.

 

  1. Go to the Gear icon, then click on Custom Form Styles.
  2. Tap Edit beside the Standard form style.
  3. Click Content.
  4. Select the pencil icon on the last part of the PDF section.
  5. Enter the customer's bank account details either in the Message to customer or Footer text box.
  6. Click Done.

 

You can update the information every time you record an invoice.

 

Otherwise, you can create a custom field for the bank details. Here's how: How to add custom fields to sales forms and purchase orders.

 

For more resources while working with your invoices and other customer entries in the future, you can also check out the resources from this link: Manage Customers and income for QBO-International.

 

Let me know if you have any other questions about adding your customer bank information to your invoices. I'll be right here to help. Keep safe!

L
luxuria-finance-Author
December 14, 2021

Hi Angelyn,

  Not working. The solution requires me to manually do it for each invoice and I have plenty of invoices to manage, it is not practical for me to modify or create 200 invoices. Here is the criteria:

1) I have 200 plus invoices, hence, solution must support import from Excel

2) It is not a standard Bank Information that can be added in footer. Each Customer has a unique Bank Account Number. I need the Invoice to pull this unique bank info and print it on the invoice.

 

I used Memo and was able to upload the Bank Information into the Memo. But there is no way to show a Memo in the invoice.

I created a custom field. The custom field shows up on the invoice. But there is no way to import Custom Field data from Excel. 

In sum, there is no solution as of now other than manually working on 200 invoices which is not feasible.

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