New Member- Customer Details to include banking details

1

I need to add my customers banking details to their profiles so it can be on the invoice too. I know that the delivery fields cannot be changed. How do I go about it?

How to do this is like reading a book in another language :upside_down_face:
Please make it simple to understand!

2

Hello @Mariana,

Welcome to the forum.

Although I donā€™t understand why you would want to put your customerā€™s ibans on your invoice.

Ideally, you would want your own bank details to show.

Anyway, you can do this in at least two different ways:

  1. Place the banking details in their address field and that will automatically carryover to your invoices.

  2. Create a single Custom Field named ā€œCustomer bank detailsā€ placed under both Customer and Sales Invoice.

    Screenshot_20260109_201607
    Screenshot_20260109_2016071080Ɨ1360 87.3 KB

3

Hi Ebrahim

Please see attached

Regards
Mariana

(Attachment Invoice - benn.docx is missing)

4

Attachment is a dummy account with dummy information. Please assist with my email that was rejected due to banking details ( all details are fake)

5

Hello @Mariana,

Unfortunately your attachment appears to have been removed by the forumā€™s security.

Try posting a screenshot instead.

Also, please provide another screenshot illustrating the end result you need from Manager.