Question

How do i change the banking details on an invoice and statement for customers

Forum|Forum|2 years ago
February 24, 2024
2 replies
15 views

i need to change our banking details on the invoice to our customers

QuickBooks Online

QuickBooks Team

Welcome to the Community space, @gmichael-telkoms. Let's team up to help you modify your banking details on invoices and manage customer statements inside QuickBooks Online (QBO).

To edit the banking details that your customer sees when you do invoicing, you'll want to edit it inside the template you're using for that specific transaction. We'll gladly write down the steps below to get you going:

Access your QuickBooks Online company.
On the top-right corner, click the Gear icon.
Select Custom form styles.
Locate the template you're using and click Edit in the Action column.
In the Design section, go to the Add your EFT details section. Enter the new banking details or payment details.
Click Done once everything is set.

For more details, please see this page: Adding bank details to your invoices.

About modifying customer statements, we recognize how relevant it is to have the option to do so. However, the option you're trying to access isn't available inside the program.In addition, here are some articles to help you manage invoice payments and keep track of transactions you've entered inside the program:

It's been a pleasure to have you here today. We'll be around if you need further assistance managing customer invoices or statements inside the program. Feel free to visit us anytime so we can help you out again. Keep safe.

J

jane11

I have changed our invoice template and our bank details for the company and wonder why there is no way to change the bank details on a statement. Where is the statement picking up the bank details from?

M

Maybelle_S

QuickBooks Team

I can help you change the bank details shown in your statement, Jane.

The bank details on your customer statements are from the Standard template you're using. To ensure they reflect the correct information, update the Standard template bank details.

Here's how:

Go to the Gear icon.
Under Your Company, select Custom form styles.
Select the Standard template and click Edit.
Tap Add your EFT details in the Design tab.
Enter the bank details in the dialogue box with your payment details.
Hit Done.

For more details, see this link: Adding bank details to your invoices.

Additionally, you can check this link to learn more about sending statements and to see customers' summaries of their invoices, payments, credits, and balances: Create and send customer statements.

Moreover, visit this page to make personalised and professional-looking invoices, quotes, and sales receipts.

Tag my name if you need more help updating bank details on your statement. I want to ensure everything is set up perfectly for you.