I have spent hours reading the old threads on how to add my bank details to my invoices and have even created a custom field, however I still can’t get these details to show on the invoice on my screen. Will they show when I email it or do they only show on a printed version presuming I have ticked…

add a Sales Invoice custom field to hold your bank account details In forms default, add the text you need That’s it You need to read the guides, where there are examples to show you how to proceed If you need more help, you need to post screen shots of the edit transactions for the custom field,…

You don’t need a custom field. Simply add all necessary (legal) info about the business (VAT No., etc.) to the address in Settings > Business details.

That will create an invoice like this [image] Some businesses might prefer the bank details to be at the bottom

As I said above, I have read the guides - many times and the various forum posts, many of which are out of date and I have created a custom field, however it doesn’t appear on the bottom of my invoice

Yes I would like it at the bottom under my business address.

|When you created the custom field, did you click the option [image] If you want to position under the address, then add a custom field to the Business Details. It will then appear on ALL documents

Place this code at the end of your custom theme just before the </table> tag. You can edit as you like.  <tfoot> <tr><td colspan="99"> <div style="border-top-width: 1px; border-color: #000000; font-size: 10px; padding-top: 5px; text-align:center;"> …

some example here too [Captura de Ecrã (29)] [Captura de Ecrã (30)] [Captura de Ecrã (31)]

[Screenshot (632)_LI.jpg] I created a Custom Field, but it doesn’t come up on the bottom of my invoice … [Screenshot (631).png]

Adding bank details to invoice template

Tinaks October 29, 2021, 5:34am 18

Thanks Joe91

You made me realise that I need to send Receipts rather than Invoices if clients have already paid.

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Adding bank details to invoice template

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