How do I add my bank details to an invoice?

In Zoho Books, you can display your bank details in the invoices that you send to your customers. Here’s how:

  • Go to Settings > Templates.
  • Click Invoices.
  • Hover over the invoice you want to edit and click Edit.
  • In the invoice customization page, select Footer.
  • Click Add your bank details under Payment Option and enter your bank details.
Bank details
  • Click Preview to review the changes.

  • Click Save.

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