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April 7, 2022
Question

How do I make an invoice with my bank attached?

  • April 7, 2022
  • 1 reply
  • 1 view
No text available

1 reply

Level 14
April 7, 2022

Hello Adam-a0-icloud-c, 

 

Welcome to the Community page, 

 

If you are referring to how to add your bank details on the invoice if you follow the steps below to do this;

 

If you click on the main cog wheel> custom form styles > click on your template>content>click on the bottom box on the right handside>where it says add payment details and footer, if you add the bank information in there> then click done,  it will then appear on the invoices for your customers to then pay you.