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Mar 18, 2021 10:08 PM UTC
Question

How can I attach bank details to invoice? For transfer payments?

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1 reply

Mar 19, 2021 3:25 AM UTC

Let me help you attach bank details to an invoice, ajmarineservices.

 

We can customise the invoice and add the bank details in the footer section. Then you can do a Print Preview within the invoice you create to see the bank details. Here's how:

  1. Click the Gear icon on the top menu.
  2. Select Custom form styles.
  3. Tick Edit on the invoice template.
  4. Tap Content.
  5. Hit the Footer part of the template.
  6. In the Add footer text section, enter the bank details. 
  7. Press Done.

 

To learn more about customising sales forms, check out these articles:

 

Feel free to visit our Sales and customers page for more insights about managing your company's income and customers.

 

You can always update us on the result of this troubleshooting in the comment below. I'd like to ensure this is resolved for you. You have a good one.