How do I add my bank details to an invoice?

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

  • Go to Settings in the top right corner of the page.
  • Click PDF Templates under Customization.
  • Click Invoices in the Templates pane.
  • Hover over the required template you want to edit and click Edit.
  • Click Other Details on the left sidebar.
  • Click Add your bank details section Document Summary section.
Bank details
  • Enter the bank details in the pop-up that appears.
  • Click Preview to review the changes.
  • Click Save in the top right corner.

Your bank details will now be displayed in the invoice PDFs sent to your customers.

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