How do I add my bank details to invoices, so that my customers can pay me?

3 replies
16 views

First invoice sent, assumed it would add my bank details, it hasn’t

QuickBooks Online

GeorgiaCAnswer

Level 13

Hi rbellartists-gma, thanks for joining the Community 🙂

You can add your bank details to the invoice template by clicking on the Cog > Custom Form Style > Edit > Content > Select the footer > See 'Add payment details and footer'.

To view a tutorial on customising invoices in QuickBooks Online, click here.

GeorgiaCAnswer

Level 13

Hi rbellartists-gma, thanks for joining the Community 🙂

You can add your bank details to the invoice template by clicking on the Cog > Custom Form Style > Edit > Content > Select the footer > See 'Add payment details and footer'.

To view a tutorial on customising invoices in QuickBooks Online, click here.

rbellartists-gmaAuthor

Thanks Georgia- found it! But keep getting this, curses.

GeorgiaC

Level 13

Thanks rbellartists-gma, please try accessing via a different web browser or incognito window to troubleshoot the error (you can go incognito by pressing Ctrl-Shift-N in Google Chrome or MS Edge, or ⌘ + Shift + n on a Mac) 👩‍💻

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