How do I add my bank details to invoices to receive payments directly into my bank account?
You can display your bank account details in your invoices by adding them in the templates. To do this:
- 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 to check if the bank details appear correctly on the invoice template.
- Then, click Save.
Pro Tip: You can also include your bank details in your quotes by navigating to PDF Templates, selecting Quotes, and following the same steps as mentioned above.
The bank details you entered will now be displayed on the invoice or quote PDFs, based on your preference, to help your customers make their payments.