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patrickmurray
February 19, 2020
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Is there a way to include different bank details on invoices depending on the currency? Euro customers should see our Euro bank account code and IBAN on their invoices.

  • February 19, 2020
  • 1 reply
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Original commenter did not share additional details
    Best answer by mv32

    Thanks for posting to the Community, @patrickmurray.

     

    Currently, adding bank details to show the Euro account code and IBAN on invoices is unavailable in QBO.

     

    I'll take this as feedback and submit it to our product engineers. This way, they can examine the usability of the feature. Please know that the product implementation basis on the number of users requesting it.

     

    If you wish to only include the details, you can add these as footer texts to the invoices.

     

    Let me show you how:

    1. Go to Sales and then select Invoices.
    2. Choose the invoice and then select Customize.
    3. Choose Edit current.
    4. Select the Content tab and click the Pencil icon on the footer section.
    5. Enter the bank details in the textbox Add footer text.
    6. Click Done.

     

    To know more about personalizing invoices, you can refer to this video article which includes editing custom templates: Customize invoices, estimates, and sales receipts in QuickBooks Online.

     

    If you wanted to include a payment link to customers invoices, you can follow the steps through this article: How to let customers pay their invoices online.

     

    Please don't hesitate to leave a message if you need further assistance. I'm always here to help. Take care!

    1 reply

    M
    mv32Answer
    February 19, 2020

    Thanks for posting to the Community, @patrickmurray.

     

    Currently, adding bank details to show the Euro account code and IBAN on invoices is unavailable in QBO.

     

    I'll take this as feedback and submit it to our product engineers. This way, they can examine the usability of the feature. Please know that the product implementation basis on the number of users requesting it.

     

    If you wish to only include the details, you can add these as footer texts to the invoices.

     

    Let me show you how:

    1. Go to Sales and then select Invoices.
    2. Choose the invoice and then select Customize.
    3. Choose Edit current.
    4. Select the Content tab and click the Pencil icon on the footer section.
    5. Enter the bank details in the textbox Add footer text.
    6. Click Done.

     

    To know more about personalizing invoices, you can refer to this video article which includes editing custom templates: Customize invoices, estimates, and sales receipts in QuickBooks Online.

     

    If you wanted to include a payment link to customers invoices, you can follow the steps through this article: How to let customers pay their invoices online.

     

    Please don't hesitate to leave a message if you need further assistance. I'm always here to help. Take care!

      P
      patrickmurrayAuthor
      February 20, 2020

      Thanks for that answer.

       

      We wound up adding the Euro bank details to every invoice under Settings -> Custom form Styles -> Standard -> Content.

       

      It is not perfect because it will show up on every invoice. But it fits our workflow better than having to remember to manually add the details to every Euro invoice.

       

      It would be ideal to have different default footers based on the customer's currency.

        N
        NoraM
        December 17, 2020

        Hi There,

         

        Has it been developed since the last comment, is there a way to set different default footers (payment instructions)? Would be interested to have this feature available in Uk/US and AUS Quickbooks too. Thanks

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