Can I add bank details to my statements?

Hello shorelinepoolsup,

We don't have a designated field on the Statements to enter your bank details.

Instead, we can add it in the Body when sending the Statement.

1. Open a statement and click the Save and send button.
2. In the Send Statement window, go to the Body section.
3. Enter your bank details.
4. Click Send.

If you want your bank details to appear in the Body every time you send the statements, you can go to the Account and Settings:

1. Click the Gear icon in the upper-right corner and select Account and Settings.
2. Select the Sales tab and go to the Messages section.
3. Select Statement for Sales form.
4. Enter your bank details in the Email message field.
5. Click Save and Done.

You can use this article on how to manage your statements: Create and Manage Statements.

I'll be right here if you have more questions.