How do I add bank details to my invoices?

In Zoho Books, you can display your bank details in the invoices that your send your customers. You can do this by following the steps found below.

  • Click on the Gear icon present on the top right.
  • Select Templates.
  • Click on Invoices and select Edit.
  • Select Footer under Customize Template.
  • Click on Add your bank details under Payment Option and enter your bank details.

Add your bank details

  • Once you enter the details, you can preview the details in the invoice by clicking on the Preview button.

  • Click on the Save button under the Footer section to save details.

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