How do I add bank details to my invoices?
To display your bank account details in your invoices:
- Go to Settings and select PDF Templates.
- Click Invoices and choose the template for which you want to add the bank account details.
- Click Edit and navigate to Other Details on the left sidebar.
- Click Add your bank details under Payment Options. A pop-up will open where you can enter your bank account details.
- Once entered, click Preview and check if the bank details are displayed on the invoice’s template properly.
- Click Save.
Now, the bank details you entered will be displayed on the invoice PDFs for your customers to make payment.