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May 31, 2023
Question

Can I put my bank details on an invoice to a customer?

  • May 31, 2023
  • 1 reply
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1 reply

MJoy_D
May 31, 2023

I can help you with adding your bank details to your invoices sent to customers.

 

You can add the bank details from the Custom Form Styles on the Content page. Once done, it'll be added to your invoices moving forward. 

 

Here's how:

 

  1. Go to the Gear icon () and choose Custom form styles.
  2. Click the Edit icon of the template that you use. 
  3. On the Content page, select the pencil on the bottom right to edit the footer section.
  4. In the Add payment details and footer section add the bank details as a footer.
  5. Select Preview PDF to view the changes you made before saving them. 
  6. Click on Done.

 

Here's more information about adding bank details to your invoice in QuickBooks Online. 

 

After creating and sending your invoices in QBO and receiving customer payments, here's how you can record invoice payments in QuickBooks Online

 

Let me know if you need further help with adding your bank details to your invoices. I'm always here to assist. Have a great rest of the day!