How do I add bank details in the invoice PDF that I send to my clients?

To add the bank details in the invoice PDF:

  • Go to Settings in the top right corner of the page.
  • Select PDF Templates under Customization.
  • Select the Invoice module.
  • Hover over the template for which you want to display the bank details and click Edit.
  • On the Edit Template page, go to Other Details on the left sidebar and click the Add Bank Details option.
  • In the pop-up page, enter the required bank details and customize the same as per your preference.
  • Click Preview to check if all of your changes are properly updated.
  • Click Save in the top right corner.

Now, your customers can now initiate payments towards this bank account.

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