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May 18, 2021
Question

Help I new to all this When I send a invoice should There be a link where they can pay me Or do I write on there my bank details

  • May 18, 2021
  • 1 reply
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1 reply

MJoy_D
May 19, 2021

Let me help you add your bank details to your invoices where your customers will send their payment, @kelly-shipp-aol-.

 

You can customize the invoice template that you have and add your payment details from the Add payment details and footer box. 

 

Follow the steps below:

 

  1. Go to the Gear icon and select Custom form styles
  2. Click the Edit button under the Action column on the template that you're using for your invoices. 
  3. Select the Content tab and click the Footer section of the form.
  4. In Add payment details and footer, enter the payment details and the footer description.
  5. Select Done.

 

You can also refer to the following article for more information in customising your invoice template: Customise invoices, estimates,and sales receipts in QuickBooks Online.

 

In case you'd like to create your own invoice template, you can refer to the following article on how to create and import it to your account: Import custom form styles for invoices or estimates.

 

Let me know if there's anything that you need with adding your bank details or with your sales forms by leaving a reply below. Take care and have a great rest of the day!