Zoho Invoice

FAQ

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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.

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